Focus
Focus
Table of Contents

Workflows

Instead of manually configuring each ZTNA Connector, Mobile User, Service Connection, tenant, or setting up Prisma Access infrastructure for every tenant, you can automate these tasks using Workflows in the Prisma SASE App for ServiceNow.
You can create automation workflows in two ways:
  • Using the UI – Configure workflows through intuitive forms similar to those in Strata Cloud Manager (SCM). These forms allow you to define settings and apply them to one or more tenants at once.
    Each workflow created through the UI follows an approval-based execution process to ensure controlled deployment and includes detailed logs for tracking progress and troubleshooting. After a workflow is created, it is automatically sent to the workflow administrator for approval. The administrator reviews all submitted workflows under Target Records and can either approve or reject each request.
  • Using Templates– Create workflows using JSON payloads that mirror Prisma SASE API payloads. You can upload or modify existing templates, create custom templates, or use the default templates available in the app.
You can view all the workflows and their status in the Workflow Settings > Workflows page. The possible workflow statuses are:
  • Pending for Approval
  • In Progress
  • Completed
  • Completed with Error
  • Error
  • Rejected
    If a workflow is rejected, you can modify the configuration and resubmit it for approval.
By using automated workflows, administrators can simplify and scale Prisma SASE operations, ensure configuration consistency, and accelerate deployment across multiple tenants within the ServiceNow environment.

Create a Workflow Using UI

You can configure workflow for the following:
  1. Select Prisma SASE App for ServiceNowWorkflow Settings.
  2. Select any of the following based on what you want to configure:
    • Onboarding New Tenant
    • Infrastructure
    • Mobile Users
    • ZTNA Connector
    • Service Connection
  3. Specify the required details in the form. You can refer to the following to know the details that must be mentioned:
  4. Submit the configuration.
  5. Select is Completed for the workflow to be submitted for admin approval.
    If you do not mark it as completed, it will not be sent for approval. You can view this workflow and its status by navigating to Workflow SettingsWorkflows.

Create a Workflow using a Template

To create a workflow using a template, perform the following:
  1. Select Workflow Settings Import Template.
  2. Select a Workflow such as ZTNA Connector, Service Connection, Mobile Users, and so on.You can select the template in the following ways:
    • Attachment
    • Default Template
    • Use Existing Template
    • Use Templates from Github
  3. Select the Tenant to which this configuration must be added.
  4. Submit to import the template.