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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.

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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.

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Incident Workflows

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

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Retrospective Workflows

TriggerWhen it’s Triggered
Post Mortem CreatedWhen a retrospective is created.
Post Mortem UpdatedWhen a retrospective is updated.
Causes UpdatedWhen the Incident Causes changes for a retrospective.
Status UpdatedWhen the retrospective status changes.
Slack CommandWhen the workflow command is manually executed.

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Action Item Workflows

TriggerWhen it’s Triggered
Action Item CreatedWhen an action item is created.
Action Item UpdatedWhen an action item is updated.
Status UpdatedWhen the status of an action item is updated.
Summary UpdatedWhen the summary of an action item is updated.
Description UpdatedWhen the description of an action item is updated.
Priority UpdatedWhen the priority of an action item is updated.
Due Date UpdatedWhen the due date of an action item is updated.
Assigned User UpdatedWhen the user assigned to an action item is updated.
Teams UpdatedWhen the team assigned to an action item is updated.
Slack CommandWhen the workflow command is manually executed.

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Alert Workflows

TriggerWhen it’s Triggered
Alert CreatedWhen an alert is received in Rootly.

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Pulse Workflows

TriggerWhen it’s Triggered
Pulse CreatedWhen a pulse is received in Rootly.

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Standalone Workflows

TriggerWhen it’s Triggered
Slack CommandWhen the workflow command is manually executed.

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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.