Creating asset workflows using the Oomnitza API

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Create an Oomnitza asset workflow in minutes

Create configurable workflows to automate tasks relating to Oomnitza assets such as getting software assigned to an asset.

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Before you start

Creating workflows

Before you start

Before you can create workflows that use our internal Oomnitza API, you first need to enter your credentials in Oomnitza and set global variables. For further information, refer to Getting started with the Oomnitza API.

Did you know?
The Oomnitza block is also a convenient way to access our internal Oomnitza APIs. The Oomnitza block provides you with a unified view of all internal Oomnitza APIs, including the APIs used in the below workflow. For more information, refer to the Oomnitza block.

Creating workflows

To create an asset workflow, you must complete these steps:  

1. Click Configuration > Workflows 
2. Click Add (+) and select Assets from the list.
3. Edit the Begin Block and add rules to trigger the workflow. 
   1. If you set the  Actions to New, the workflow will run for every new asset record added to Oomnitza. Alternatively, set the Actions to Schedule so that it only runs at a specific time or when manually triggered.
   2. Add Rule criteria. For example, you can add a rule so that the workflow only runs if a field has been updated or is empty.
4. Drag and drop the API block onto the Sandbox.
5. Click Edit on the API block and enter Oomnitza in the search field. 
6. Select the Oomnitza Get assigned software from asset preset. To choose the preset, click the forward arrow (>).
7. Select your Ooomnitza Credentials that you created in Adding the credentials.
8. Enter the Oomnitza field names the JSON response will map to. For example, {{software_name}}
9. Your Subdomain should be derived from the variable created in Setting the Oomnitza subdomain as a global variable or entered manually. 
10. Click Advanced Mode.
11. Select the Information tab. The asset equipment id is assumed to be stored in the field {{ident}}.You can get the asset equipment id using the Oomnitza assets API. For further information, refer to Oomnitza REST API examples.
12. Select the Response tab. You can map the entire response by placing {{response}} in the Response field and mapping it to a custom long text Oomnitza field.Once you have the entire response, you can then map individual JSON values (such as {{response[0].software_name}},{{response[0].category}}) to custom fields. For further information, refer to Mapping positive and negative responses
13.  Connect the Blocks. 
14. Save, validate, and activate your workflow.

Example response:

[
  {
    "software_name": "string",
    "category": "string",
    "publisher": "string",
    "number_of_seats": 0,
    "number_of_users": 0,
    "number_of_assets": 0,
    "change_date": 0,
    "changed_by": "string",
    "creation_date": 0,
    "created_by": "string",
    "url": "string",
    "annual_spend": 0,
    "renewal_date": 0,
    "hash": "string",
    "sync_key": "string",
    "link_key": "string",
    "software_id": "string",
    "linked": true,
    "ignored": true,
    "version": "string",
    "deleted": "string"
  }
]

Tip:  In some cases, you might want to filter your search. To do so, you can customize the URL in the Information tab. For example, if you wish to only return Salesforce software, you would add %20AND%software_name%20eq%20%Salesforce%27 at the end of the URL. For further information, refer to Filtering data using the Oomnitza REST API.

Reference articles for workflows

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

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your assets, learn how to:

• Configure dashboards for your users and software
• Configure custom reports about your users and software
• Create workflows to automate tasks

See  Getting started for more information.