Flow tools

1. Drag a switch step onto the canvas.
2. Double-click the step to open the setup screen (or select it and click the pencil icon).
3. Enter a label for the switch (for example, if the split in your flow is based on event priority, you might label the switch Priority).
4. Select the property you want to use to decide which path the flow takes. This list is populated with event and trigger properties, outputs from any previous steps, and constants. For example, in our priority scenario, you could use the priority output of a trigger as the switch property.
5. Click Done.
6. Click Add Path and then click the block to set the value that flips the switch (for example, if you want the flow to take one path based on "High" priority events and another based on "Medium" priority events, add paths for High and Medium).
   
   • If any events come through with a value other than those set in the paths, they follow the Default path (for example, if a "Low" priority event comes through, it would follow the Default path).
7. Set up the flows you want each path to follow.
8. Click Save on the canvas.

Before using the Create Event step, there are a few things to keep in mind:

• The form the step is targeting must be enabled for web service.
• The user initiating the flow must have access to the communication plan and sender permissions for the targeted form.
• The target form defines the notifications that are sent and the responses available. If you're targeting a different form, you can also set up a whole new set of flows associated with that form that are triggered by the new event.

How to set up a Create Event step:

1. Drag an xMatters Create Event step onto the canvas.
2. Double-click the step to open the setup screen (or select it and click the pencil icon).
3. Select the form to use for the event (the form description, if it exists, appears below the name) and click Apply.
   • You can't switch the form used by the Create Event step after you click Apply. If you decide you want to target a different form, delete this instance of the step from the canvas and add a new Create Event step.
4. Update the Step Label to reflect the purpose of the event. For example, if the step follows a "Customer impacting=true" path on a switch step, you might name it "Create Customer Care Event".
5. Fill in the recipients and event properties using text, outputs from previous steps, trigger properties, constants, or a combination. See the guidelines on setting recipients and properties for details.

6. After you're finished setting up your event properties, click Done.
7. Click Save on the canvas.

Setting recipients

Specify recipients using the xMatters target name of the user, group, or device you want to target. For example, this can include mmcbride, AntaresDB-Support, or mmcbride|Work Email.

If the form specifies default recipients, they appear in the Recipients field; delete a default recipient if you don't want to include them in the event notifications. Populate the Recipients field by mapping an output from a previous step, using a constant, or by hard-coding the target name (or a combination). If you're using a constant or an output from a previous step, make sure it provides the information as an xMatters target name.

To target multiple recipients, use a comma between the input variables or target names. For example, to notify both the CustomerCare group and email the VP of Customer Support, use CustomerCare, mmcbride|Work Email.

Target names that contain commas aren't supported, and may result in targeting errors. If there are no recipients at runtime, xMatters only notifies subscribed users.

Setting properties

• Use text, constants, outputs from previous steps, or a combination to populate the event properties.
• The properties you can fill out are based on the properties of the targeted form — if you want to include different properties, you need to add them to the form. Any defaults set for properties other than lists appear on the Create Event configuration screen, and any required properties must be filled in.
• If you configured validation on a form property, that validation is done at runtime. If the value is not valid, the flow fails. For example, if a Date property requires the date to be in ISO 8601 format, and a date in a different format comes through at runtime, the flow will fail.
• To enter a hierarchy property, use an angle bracket (">") between the levels of the hierarchy. Here's an example of a "Location" hierarchy::

• To enter multiple values for a list property, use a comma between the two values. Here's an example of a "Systems" list:

1. Drag a Get Events step onto the canvas.
2. Double-click the step to open the setup screen (or select it and click the pencil icon).
3. Edit the Step Label to give the step a unique label for the particular flow.
4. Fill in the search criteria to find the events whose IDs you want to return and pass along the flow. You must include at least one of Status, Priority, or Property Name.
   • Status: Search for events by their status (active, suspended, or terminated). You can include multiple, comma-separated values to find events matching any of the statuses.
   • Priority: Search for event by their priority (low, medium, or high). You can include multiple, comma-separated values to find events matching any of the priorities.
   • Property Name, Property Value, and Exact Property Value Match: Use these fields together to find events with a specific value for the specified property name. You can only include one value per field. Exact Property Value Match sets whether the property value needs to be an exact match (true) or can be a partial match (false); this defaults to false if left blank. If Property Name is blank, the other two fields are ignored; if Property Name is set but the other two fields are blank, all events with a matching property name are returned.
   • Plan Name: Search for events created by forms in a specified plan. You can include multiple, comma-separated values to find events created by any of the listed plans.
   • Form Name: Search for events created by the specified form. You can include multiple, comma-separated values to find events created by any of the listed forms.
5. Click OK.
6. Click Save on the canvas.

Here's an example search that would return all active events that were high or medium priority where the value of the project_name property was either "Betelgeuse App" or "Betelgeuse 2.0" (because Exact Property Value Match is false):

1. Drag a Terminate Events step onto the canvas and connect it to a previous step that provides the IDs of the events you want to terminate in an output (for example, a Get Events step).

2. Double-click the step to open the setup screen (or select it and click the pencil icon).
3. Edit the Step Label to give the step a unique label for the particular flow.
4. Drag the output that provides the IDs of the events you want terminate into the Event IDs input.

5. Click OK.
6. Click Save on the canvas.

1. Drag a Find User step onto the canvas.
2. Double-click the step to open the setup screen (or select it and click the pencil icon).
3. Edit the Step Label to give the step a unique label for the particular flow.
4. Enter the name of the custom field or attribute you want to find the value for into the Property Name field.
   • You can enter plain text in the input field, but you could also use a constant to store the name of the field you want to look for to help prevent the flow from tripping over a typo.
5. Enter the value you want to find a match for in the Property Value field.
   • You can use plain text in the input field or use an output from a previous step in the flow. For example, you could set up a "user property value" output on an HTTP trigger that maps to a property in the HTTP request.
6. Click OK.
7. Click Save on the canvas.

The Find User step uses the xMatters endpoint, which authenticates using the credentials of the user who triggered the flow.

1. Drag the step onto the canvas.
2. Double-click the step to open the setup screen (or select it and click the pencil icon).
3. Edit the Step Label to give the step a unique label for the particular flow (for example, "Find ServiceDesk ID").
4. Enter the target name or ID of the xMatters user you want to find the value for in the User ID input.
5. Enter the name of the custom field or attribute you want to find the value for into the Property Name field.
   • If you're repeatedly looking up the value of the same property, you can store the name of the field in a constant, then drag the constant into the input. This helps prevent the flow from tripping over a typo. Otherwise, you can enter plain text or use an existing output from another step in the input field.
6. Click OK.
7. Click Save on the canvas.

The Find User Property Value step uses the xMatters endpoint, which authenticates using the credentials of the user who triggered the flow.