Install a Workflow

You must be signed in to Workflows as an administrator to install workflows from Exchange.

1. From the Automation > Exchange page, click the Explore tab.

2. Find the workflow you want to install, and click Learn More.

3. Review the workflow information page. Read the Description and make a note of any additional requirements to install the workflow. If necessary, configure those items before you install the workflow.

4. Check the check boxes beside the object types you want to configure or update during the installation and click Install.

   • If an integration is missing and its targets required by the workflow are not available, a link is provided in the description to go enable the integration. After you successfully configure the integration, go back to restart the install of the workflow and now you'll be able to choose the available target.

   • If a workflow uses multiple objects of any type and you uncheck the box for one object, all objects of that type will also be unchecked.

   • If you're installing a workflow where some or all of the objects already exist on the tenant, the information for those items will be populated in the wizard.

   • If a workflow is configured to use a target group, the wizard will display the target types, conditions, and matched targets. The individual targets in the target group must be configured before you install the new workflow; the target types and conditions for the target group cannot be modified in the wizard. After the install completes, you can view or modify the target group details in the workflow properties. For more information on configuring target groups, see the Target Groups Help topic.

5. To bypass configuring all of the workflow objects, click Skip All. You can also click Skip on the individual items that you do not want to configure. You can configure the workflow objects later from the Workflow Editor.

6. Enter the values for the Account Keys, if any, and click Next.

7. Enter the values for the Targets, if any, and click Next.

8. Enter the values for the Variables, if any, and click Next.

9. Installation successful! This workflow may come with an automation rule already configured, or you may want to add an automation rule to it now. Refer to the Automate a Workflow section below.

In some cases, the workflow was installed, but was not successfully validated. The validation warnings must be addressed before the workflow can be executed.

1. Click View in Workflows to go to the All Workflows tab.

2. Open the workflow in the Workflow Editor, and complete any remaining workflow or activity properties that are required.

3. Click Validate to ensure that the workflow has the required data to run successfully. For more information, see the Workflow Editor Help topic.

If the install fails or you want to install a clean version of the workflow:

1. Delete the existing version of the workflow, any sub-workflows, and runs on the Workflows page.

2. Reinstall the workflow.

3. If the workflow exists on your tenant in a valid state, or if any associated sub-workflows or runs still exist, you'll receive an error when you click Install.