Creating Tasks

Introduction

A task refers to a single unit of work to be performed in a process.

The following tasks are supported:

• Send tasks
• Script tasks
• Service tasks

Creating send tasks

To create a send task:

1. Drag and drop the create task icon onto the canvas.
2. Click the settings icon and select Send Task.
3. Double-click on the task to open its Properties panel.
4. Provide a name for the task.
5. Enter $ symbol in the Input field and select the required element ID.
6. Enter dot (.) against the element ID and select the value appearing in the drop-down list.
7. Click Add/Modify to select the message recipients.
8. Select the notification template from the drop-down list.
   Note: The list displays only those templates that you have added as a prerequisite.
9. Select the notification priority from the drop-down list.
   Note: The notification is sent to the user via the notification channel configured in the Notification Preferences.

   

   .

Creating script tasks

Before creating a script task, ensure the following prerequisites are met:

• Ansible control node deployed in the client environment.
• Ansible Playbook integration installed. Add the Playbooks as events in the integration and then you can add the events to the Process automation workflow.
• RBA Script created in OpsRamp.
• Credentials configured in the client account.

To create a script task:

1. Drag and drop the create task icon on to the canvas.
2. Click the settings icon and select Script Task.
3. Double-click on the task to open its Properties panel.
4. Provide a name for the task.
5. From the Configuration section, select one of the following options:
   • Agent: Select this option to run a script on Agent installed devices. The metrics are gathered by the Agent running on Windows or Linux devices.
   • Agentless: Select this option to run a script on standalone devices via Ansible control node.
6. If you select Agent, configure the following fields:
   
   1. From the Script Name, select the RBA scripts created as a prerequisite.
      
   2. From the Resource ID field, enter $ symbol, select the element ID that you want to use as input, enter a period symbol (.), select the values, and then enter uuid. Example: $StartEvent_1ddiudw.alert.resource.uuid
      
   3. Select either Default User or Other User as the authorization access for running the script.
7. If you select Agent, configure the following fields:
   
   1. From the Script Name, select the RBA scripts created as a prerequisite.
      
   2. From the Resource ID field, enter $ symbol, select the element ID that you want to use as input, enter a period symbol (.), select the values, and then enter uuid. Example: $StartEvent_1ddiudw.alert.resource.uuid
      
   3. Select either Default User or Other User as the authorization access for running the script.

      

8. If you select Agentless, select the name of Ansible Integration and the Playbook from the drop-down list. The input configured for the selected Playbook appears. If required, you can also modify the Input.
9. Verify the Preview.

Creating service tasks

A service task is used to perform a service. The service can either be a service provided by OpsRamp or an external service.

Before you begin, create a custom integration for calling an external service via API or for performing an external integration.

To create a service task:

1. Drag and drop the create task icon onto the canvas.
2. Click the settings icon and select Service Task.
3. Double-click on the task to open its Properties panel.
4. Provide a name for the task.
5. From the Service drop-down menu, select either Platform Service or REST Web Service.
6. Configure the properties for the respective services.