Bulk IP Address Allocation (Netbox) - Workflow

Workflow Video

Step 1

We are ready to begin building our workflow.  From Automation Studio, select Create a Workflow.

Step 2

Name the workflow Lab - Bulk Allocate IP Addresses – NetBox - XX (XX represents your initials) and click Create.

Step 3

A fresh workflow canvas opens.  For our use-case exercise, we would like to build our workflow horizontally, so we will click and drag the Start and End termination tasks so they are aligned horizontally on our canvas.

Step 4

We are ready to begin adding tasks from our Task Palette.  The first task we need is a Query task which will pull the spreadsheet data from our formData variable.  Click and drag a Query task to canvas.

Step 5

Next we need to prepare the spreadsheet data for automation by converting it to JSON.  Add an Excel to JSON task to the canvas.

Step 6

The next step is to add transitions, which will connect the tasks together to form the workflow.  This is done by first click the Start task, which will highlight the task with a dashed border.  Click within the dashed border and begin dragging the transition towards the Query task.  When the transition snaps to Query task, release the mouse button.

Step 7

Repeat this process to add transitions between the Query task and the Excel to JSON task and the Excel to JSON task and the End task.  

 Note:  The default transition is a Success transition.  If you would like to add an Error or a Failure transition, press and hold the E or the F key on your keyboard as you are adding the transition.   If you would like to change an existing transition, right click on the transition and a popup box will open.   From the popup box, you can choose to change the transition type or to delete the transition.

Step 8

Now that the tasks have been added to our canvas and connected with transitions, we will begin configuring each task.  Double click the Query task to open the configuration window.

Step 9

Update the summary to Query IP Request Data.

Step 10

For the pass_on_null variable, select Static for the Variable Source and False for the Value.

Step 11

For the query variable, select Static for the Variable Source and enter ipRequest for the Value.

Step 12

For the object select Job for the Variable Source. Click the pencil icon for the Job Variable, enter formData and click Save. 

Close the configuration window.

Step 13

Double click the Excel to JSON task to open the configuration window. 

Step 14

Update the summary to Convert Excel Data to JSON. 

Step 15

For the input variable, select Task for the Variable Source.  For the Previous Task, select Query IP Request Data and for the Task Variable, select return_data.

Step 16

For the headersIncluded variable, select Static for the Variable Source and True for the Value.

Step 17

For the headerRow variable, select Static for the Variable Source and leave the value field blank.

 Close the configuration window.

Step 18

Our initial workflow development is complete. Save the workflow.