Workflows

What is a workflow?

Workflows, made up of a variety of nodes, are the main component of Rewst's automated business processes. They gather relevant data from integrated tools such as a PSA or RMM, process it using conditional logic, and execute automated actions relating to that data. Workflows are the key to unlocking automation in Rewst, and can be built either manually or by the Rewst Agent on behalf of the Rewst user. Crates contain pre-built workflows which can be edited to match your custom needs.

Why build workflows?

While the pre-built workflows in Crates are the quickest way to get started, a workflow built custom to your situation can offer powerful, personalized efficiency measures that fit your particular MSP and customer needs.

Find and use workflows in Rewst

Access workflows in the Rewst platform by navigating to Automations > Workflows in the left side menu. Click New Workflow to create a new workflow manually.

The workflows list page, without any filters applied

The list of workflows that appears in the center of your screen will include both the workflows you create and the workflows unpacked from Crates. As you continue to set up automation in Rewst, this list can grow to be quite long. Use Search in the top left of your screen to find a particular workflow, or click the filter options to the right to apply desired filters.

• Filter by type narrows the list down to workflows of a specific type, such as scheduled workflows, triggered workflows, or subworkflows, depending on how your organization categorizes them.

• Filter by tag lets you show only the workflows that have been assigned a particular tag, which is useful if you organize workflows by client, department, or purpose using tags.

• Exclude tag works in the opposite direction. Instead of narrowing the list to workflows with a chosen tag, it hides workflows that carry that tag, so you can view everything except a certain category.

Once you create or click into a workflow from the total list, you'll be taken to the Workflow Builder, a canvas for assembling your workflows. See our documentation for how to use the workflow builder here.

Synced versus unsynced workflows

Synced workflows installed from Crates can be used in two ways:

1. Keep the workflow as-is, and take advantage of its being synced with Rewst. Crate workflows don't automatically update to changes made by Rewst. Instead, you'll see a notification in Marketplace > Installed that an update is available, and will manually approve the updating of the synced workflow.

2. Unsync and edit a workflow, which can be useful for using a Crate workflow as a building block for creating your own customized workflow. Editing a workflow marks it as customized.

For more on synced workflows, including how to identify them, see our documentation on Crates and synchronization here.

Were you a Rewst Classic user? Unsyncing workflows is now easy and quick. Just ask the Rewst Agent and watch it do the work for you.

View specific workflow results

There are two ways to view a workflow's execution history.

From the Workflow Builder Canvas

1. Navigate to Workflows in the left side menu of your Rewst platform.

2. Click on your desired workflow.

3. Click Recent runs.

4. Choose your desired run from the drop-down selector.

5. This view will be read-only. The transitions between each node will show the flow of the run, including successes and failures.

From the Runs page

Learn more about the Runs page in Rewst here.

To see all results for a specific workflow, you can do the following:

1. Navigate to Runs in the left side menu of your Rewst platform.

2. Search for the specific workflow.

3. Click on that workflow.

There is no way to delete the result of a workflow.

Export and import workflows - MISSING

You can export a workflow to share with other Rewst customers, or create your own hard copies of workflow backups. To export a workflow as a JSON bundle:

1. Navigate to the Workflow Builder Canvas.

2. Click Configure.

3. Click Export.

4. A file will be saved to your computer.

Additional workflow documentation

Rewst's Workflow Builder: How to set up a workflowBest practices for designing workflowsData input and output: Input and output variablesOption generator workflows