How to Set Up Workflows

Workflows let you schedule a device command to run automatically — either once at a set time or on a recurring weekly schedule. A common use is automating routine maintenance, such as running an Update Version command on an Edge every week.

This article walks through creating a workflow on a device.

---

Before you start

• You need access to the device (Edge or managed device) you want to automate.
• The command you want to schedule (for example, Update Version or Ping Check) must be available for that device.
• The device's space must have a time zone set. A workflow is a scheduler, so it can't run without one. If the space has no time zone, you won't be able to create or edit workflows until you set it.

Important — set the time zone first. If you see this message on the Workflows tab, the space has no time zone configured:

"This device's space does not have a timezone. Please set a time zone in the space settings to create or edit workflows."

Go to the space's settings, set a time zone, and then return to create your workflow. Scheduled commands run in this space time zone, not your local browser time.

---

Steps

1. Open the device

From the left sidebar, go to the relevant device list (for example, Operations → Edges for Edge devices, or Inventories → Devices). Click the device name to open its detail view.

2. Go to the Workflows tab

In the device detail panel, select the Workflows tab from the left-hand menu (listed alongside Overview, Commands, State, and others).

3. Click Create Workflow

Click the Create Workflow button in the top-right corner of the Workflows panel. The Create New Workflow dialog opens, showing the target device at the top so you can confirm you're acting on the right one.

4. Name the workflow

In the Name field (required), enter a clear, descriptive name — for example, Weekly Upgrade.

Optionally, add a Short Description to explain what the workflow does and why.

5. Choose the command

Under Command, open the Command dropdown (required) and select the action to run — for example, Update Version. Only commands valid for this device appear in the list.

6. Set the schedule

Under Schedule, choose how often the command runs:

• Recurring — runs on a repeating weekly schedule.
• Once — runs a single time at the specified time.

7. Set the time

In the Time field (required), enter the execution time and select AM or PM — for example, 01:00 AM.

8. Choose the days (recurring only)

If you selected Recurring, use Repeat every week on (required) to pick one or more days of the week. Selected days are highlighted. For example, select S (Sunday) to run the command every Sunday.

9. Create the workflow

Review your settings, then click Create Workflow to save. The new workflow now appears in the device's Workflows list and will run on the schedule you defined.

---

Example

The settings below create a workflow that updates an Edge's version every Sunday at 1:00 AM: