Workflow Types

9min

Overview
Rootly currently supports six different types of workflows:
﻿Incident﻿
﻿Retrospective﻿
﻿Action Item 
﻿Alert 
﻿Pulse 
﻿Standalone 
The difference between these workflows is how they are triggered. For example, an incident workflow will only be triggered by changes to an incident (e.g. change in incident status, change in incident severity). While an action item workflow will only be triggered by changes to an action item (e.g. change in action item status, change in action item due date).  
Standalone workflows are unique in that they aren't triggered by a particular Rootly object. Instead, they can only be triggered by a custom Slack command.  
Please note that you can use one type of workflow to kick off another type of workflow.  For example, if you have an alert workflow that creates an incident, then the incident workflows that trigger on an Incident Created event will in turn execute.  
Trigger Events
Workflows are not triggered in a set sequential order. Rather, they are triggered off of specific events. This means there isn't a strict first, second, and third firing order for the workflows. The order in which the workflows run are entirely dependent on when the trigger event is met.
Each type of workflow has their unique set of trigger events. Below is a list of trigger events grouped by their corresponding workflow types.
Incident Workflows
Trigger
When it's Triggered
Incident Created
When an incident is created in Rootly.
Incident & Channel Created
When an incident is created in Rootly AND an incident Slack channel is created for that incident.
This event covers Incident Created.
Slack Channel Converted
When a Slack channel is converted to an incident Slack channel.
Status Updated
When the incident status changes.
Severity Updated
When the incident severity changes.
Title Updated
When the incident title changes.
Summary Updated
When the incident summary changes.
Environments Added
When a new value is added to the incident environments list.
Environments Removed
When an existing value is removed from the incident environments list. 
Environments Updated
When the incident environments list changes.
This event covers both Environments Added and Environments Removed.
Functionalities Added
When a new value is added to the incident functionalities list.
Functionalities Removed
When an existing value is removed from the incident functionalities list. 
Functionalities Updated
When the incident functionalities list changes.
This event covers both Functionalities Added and Functionalities Removed.
Services Added
When a new value is added to the incident services list.
Services Removed
When an existing value is removed from the incident services list. 
Services Updated
When the incident services list changes.
This event covers both Services Added and Services Removed.
Incident Type Added
When a new value is added to the incident types list.
Incident Type Removed
When an existing value is removed from the incident types list. 
Incident Type Updated
When the incident types list changes.
This event covers both Incident Types Added and Incident Types Removed.
Teams Added
When a new value is added to the incident teams list.
Teams Removed
When an existing value is removed from the incident teams list. 
Teams Updated
When the incident teams list changes.
This event covers both Teams Added and Teams Removed.
Role Assignment Added
When an incident role is added to the incident.
Role Assignment Removed
When an incident role is removed from the incident. 
Role Assignment Updated
When a user is assigned, re-assigned, and unassigned to an incident role.
This event covers both Role Assignment Added and Role Assignment Removed.
Timeline Updated
When an event is added, removed, or updated on the incident timeline.
Status Page Timeline Updated
When an event is added, removed, or updated on the status page timeline.
User Joined Slack Channel
When a new user joins the incident Slack channel.
User Left Slack Channel
When an existing user leaves the incident Slack channel.
Subscribers Added
When a user subscribes to an incident.
Subscribers Removed
When a user unsubscribes to an incident.
Subscribers Updated
When the list of subscribers changes.
This event covers both Subscribers Added and Subscribers Removed.
[CustomField] <Custom Field> Updated
When a custom field updates.
Slack Command
When the workflow command is manually executed.
Retrospective Workflows
Trigger
When it's Triggered
Post Mortem Created
When a retrospective is created.
Post Mortem Updated
When a retrospective is updated.
Causes Updated
When the Incident Causes changes for a retrospective.
Status Updated
When the retrospective status changes.
Slack Command
When the workflow command is manually executed.
Action Item Workflows
Trigger
When it's Triggered
Action Item Created
When an action item is created.
Action Item Updated
When an action item is updated.
Status Updated
When the status of an action item is updated.
Summary Updated
When the sumamry of an action item is updated.
Description Updated
When the description of an action item is updated.
Priority Updated
When the priority of an action item is updated.
Due Date Updated
When the due date of an action item is updated.
Assigned User Updated
When the user assigned to an action item is updated.
Teams Updated
When the team assigned to an action item is updated.
Slack Command
When the workflow command is manually executed.
Alert Workflows
Trigger
When it's Triggered
Alert Created
When an alert is received in Rootly.
Pulse Workflows
Trigger
When it's Triggered
Pulse Created
When a pulse is received in Rootly.
Standalone Workflows
Trigger
When it's Triggered
Slack Command
When the workflow command is manually executed.
Support
If you need help or more information about this integration, please contact support@rootly.com or start a chat by navigating to Help > Chat with Us.

Updated 26 Nov 2023

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Workflows

Incident Workflows

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TABLE OF CONTENTS

Overview

Trigger Events

Incident Workflows

Retrospective Workflows

Action Item Workflows

Trigger	When it's Triggered
Incident Created	When an incident is created in Rootly.
Incident & Channel Created	When an incident is created in Rootly AND an incident Slack channel is created for that incident. This event covers Incident Created.
Slack Channel Converted	When a Slack channel is converted to an incident Slack channel.
Status Updated	When the incident status changes.
Severity Updated	When the incident severity changes.
Title Updated	When the incident title changes.
Summary Updated	When the incident summary changes.
Environments Added	When a new value is added to the incident environments list.
Environments Removed	When an existing value is removed from the incident environments list.
Environments Updated	When the incident environments list changes. This event covers both Environments Added and Environments Removed.
Functionalities Added	When a new value is added to the incident functionalities list.
Functionalities Removed	When an existing value is removed from the incident functionalities list.
Functionalities Updated	When the incident functionalities list changes. This event covers both Functionalities Added and Functionalities Removed.
Services Added	When a new value is added to the incident services list.
Services Removed	When an existing value is removed from the incident services list.
Services Updated	When the incident services list changes. This event covers both Services Added and Services Removed.
Incident Type Added	When a new value is added to the incident types list.
Incident Type Removed	When an existing value is removed from the incident types list.
Incident Type Updated	When the incident types list changes. This event covers both Incident Types Added and Incident Types Removed.
Teams Added	When a new value is added to the incident teams list.
Teams Removed	When an existing value is removed from the incident teams list.
Teams Updated	When the incident teams list changes. This event covers both Teams Added and Teams Removed.
Role Assignment Added	When an incident role is added to the incident.
Role Assignment Removed	When an incident role is removed from the incident.
Role Assignment Updated	When a user is assigned, re-assigned, and unassigned to an incident role. This event covers both Role Assignment Added and Role Assignment Removed.
Timeline Updated	When an event is added, removed, or updated on the incident timeline.
Status Page Timeline Updated	When an event is added, removed, or updated on the status page timeline.
User Joined Slack Channel	When a new user joins the incident Slack channel.
User Left Slack Channel	When an existing user leaves the incident Slack channel.
Subscribers Added	When a user subscribes to an incident.
Subscribers Removed	When a user unsubscribes to an incident.
Subscribers Updated	When the list of subscribers changes. This event covers both Subscribers Added and Subscribers Removed.
[CustomField] <Custom Field> Updated	When a custom field updates.
Slack Command	When the workflow command is manually executed.

Trigger	When it's Triggered
Post Mortem Created	When a retrospective is created.
Post Mortem Updated	When a retrospective is updated.
Causes Updated	When the Incident Causes changes for a retrospective.
Status Updated	When the retrospective status changes.
Slack Command	When the workflow command is manually executed.

Trigger	When it's Triggered
Action Item Created	When an action item is created.
Action Item Updated	When an action item is updated.
Status Updated	When the status of an action item is updated.
Summary Updated	When the sumamry of an action item is updated.
Description Updated	When the description of an action item is updated.
Priority Updated	When the priority of an action item is updated.
Due Date Updated	When the due date of an action item is updated.
Assigned User Updated	When the user assigned to an action item is updated.
Teams Updated	When the team assigned to an action item is updated.
Slack Command	When the workflow command is manually executed.

Trigger	When it's Triggered
Alert Created	When an alert is received in Rootly.

Trigger	When it's Triggered
Pulse Created	When a pulse is received in Rootly.