Creating workflows for CSI Leasing assets

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Get the information and insights that you need by creating configurable workflows for creating, updating, and retrieving assets.

Before you start

 Creating workflows

Before you start

Before you create workflows, see Adding your CSI Leasing credentials to Oomnitza.

Creating workflows

To create a workflow, you must complete these steps:  

1. Click Configuration > Workflows 
2. Click Add (+) and select Assets from the list.
3. Drag and drop the API block onto the Sandbox.
4. Click Edit on the API block and enter CSI Leasing in the search field. 
5. Select a preset:
   • CSI Leasing Get Asset by ID
   • CSI Leasing Insert Asset
   • CSI Leasing Update CSI Data of Asset
   • CSI Leasing Update Asset
6. Enter the credentials you created in Adding your CSI Leasing credentials to Oomnitza.
7. Your CSI Leasing URL is derived from the global variable you created in Creating an extended integration for CSI Leasing assets. 
8. Select Advanced Mode.
9. Select the Information tab. Review and ensure that the properties referenced in this location, such as {{csi_leasing_asset_id}}, exists in Oomnitza and are populated with information before you run this workflow. You do not need to populate the {{cred_security_token}}as this is automatically populated for you.
10. Select the Response tab. You can access the complete response by inserting {{response}} in the Response field, and then selecting the Oomnitza field or variable that you want to map to. See Mapping positive and negative responses.
11. Click Save and connect the blocks
12. Edit the Begin block.
    1. From the Actions dropdown, select when your workflow is triggered. You can trigger workflows to run when a new record is added and when a record is edited or archived. You can also configure the schedule to run at a specific time by selecting Schedule.
    2. Optional. In the Rule criteria section, you can add a rule to trigger the workflow. For example, the Status is set to Active, or the Email address is [e-mail].
13. Validate the workflow and Activate it so that the workflow is live in your system.

Using the CSI Leasing Get Asset by ID preset

The CSI Leasing Get Asset by ID preset enables you to retrieve an asset by Asset ID.

The asset to be retrieved is referenced in the Advanced Mode > Information tab in the property{{csi_leasing_asset_id}}. You do not need to populate the {{cred_security_token}}as this is automatically populated for you.

For further information, refer to the CSI Leasing API Documentation: GET Assets/{id}.

Using the CSI Leasing Insert Asset preset

The CSI Leasing Insert Asset preset enables you to create a new asset.

THE CDF fields refer to customer-defined fields or fields defined in your instance. For details on the required values, refer to the CSI Leasing API Documentation: POST CMDB/Asset/{id}.

Using the CSI Leasing Update CSI Data of Asset preset

The CSI Leasing Update CSI Data of Asset preset enables you to update CSI Data on an existing asset.

The Asset and CMDB ID to be updated is referenced in the Advanced Mode > Body tab in the properties{{csi_leasing_asset_id}}and {{cmdb_id}}.

The Data Change Type defines the type of data change. The options are All, Address, CustomerReference and CdfData.

Name	Description
All	Takes all properties overwriting existing data.
Address	Only looks at Address related fields when submitting data changes.
CustomerReference	Only looks at Customer Reference when submitting data changes.
CdfData	Only looks at Customer Data Fields(CDF) when submitting data changes.

NonManaged defines the type of units to be updated. The options are All, Yes, or No.

THE CDF fields refer to customer-defined fields or fields defined in your instance. For details on the required values, refer to the CSI Leasing API Documentation: POST CMDB/DataChange/{id}.

Using the CSI Leasing Update Asset preset

The CSI Leasing Update Asset preset enables you to update an existing asset.

THE CDF fields refer to customer-defined fields or fields defined in your instance. For details on the required values, refer to the CSI Leasing API Documentation: POST CMDB/Asset/{id}.

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block