Workflow templates

1. In xMatters, click the Workflows tab.
2. On the left menu, under Workflows, click Workflow Templates.
   • Alternatively, on the Workflows tab, click Create, and then select Explore templates.
3. Move the pointer over a tile to view a description of that workflow.

You can also access workflow templates from the Workflow Templates widget in the Communication Center.

The search functionality on the workflow templates screen lets you find available workflows that match search terms in a workflow's name, type (for example, Monitoring or IT Service Management), and description (the text that is visible when you move the pointer over an icon in the library).

To search for a workflow:

1. On the Workflow Templates screen, click the search bar.
2. Start typing (a minimum of two characters is required).
   • Every time you modify the contents of the search bar, the results update to include the items that correspond to the search criteria.

1. In Workflow Templates, click the tile for the workflow you want to install.
2. In the Install Workflow dialog box, give the workflow a name (this must be unique in your instance) and add an optional description. You can edit these later, if needed.

3. Click Install.
   1. After the workflow is installed, the dialog box will explain the next steps required, along with an installation log. The log provides additional information about the installation, such as if you have languages in your instance that aren't configured for the messages in the workflow.

4. Follow the instructions in the dialog box, or click the help link to see the installation and configuration options for the workflow.

To make sure you have as many possible options for getting signals from other applications into your xMatters instance, the xMatters Labs space on GitHub offers a host of workflow templates. These templates were built through collaboration between xMatters customers and the Engineering and Consulting teams. While these integrations only offer limited support, they're an excellent way to get started with applications that don't have a low-code option yet.

1. In Workflow Templates, click the tile for the workflow you want to install.
2. In the Create Workflow dialog box, click Get Package to open the workflow description page on the xMatters website. Click Get Started on GitHub to navigate to the repository for the selected application. From here, you'll be able to access detailed setup instructions and a downloadable package (zip file) with the workflow files.
3. Once you've downloaded the package, click Import Workflow on the Create Workflow dialog box to upload the workflow package to xMatters.
   • You can also import a workflow by clicking the Import button on the main Workflow Template and Workflows pages.
4. Click the Browse to select your workflow link to select the workflow zip file from your computer's file directory. Alternatively, you can drop your file on the Import Workflow dialog box.
   • The Import Workflow dialog box displays the file to import. You can click the 'X' next to the workflow to remove the file.
5. Click Import.
   • If you import a workflow with a name that is already in use, xMatters requires that you give the workflow a new name before continuing.
6. Review the import log messages.
7. Click Open Workflow.
8. For help setting up this workflow, click the custom workflow guide link below the description of the workflow.