What are the available Actions for Automation

This article shows the different Actions that can be done for an automation

The available actions can be broken down into the following types.

Notification

Send message to a Teams Channel

Selecting this action allows you to send a message to a Team's Channel. Once you have selected this option you will need to:

  • Specify the Entity for the action using the dropdown on "Execute for".
  • Once selected you then need to enter the "Webhook URL". For more details see the Knowledge Base article How To: Configure a Teams notification for Rencore Governance checks?
  • Next, you need to enter the "Sender" of the webhook.
  • Finally, you will then need to enter the "Body" for the Message.
Note: Mandatory fields for the action "Send message to a Teams channel" are:
  • Webhook URL.
  • Sender.
  • Body.

Send Email

Selecting this action allows you to send a message to users. Once you have selected this option you will need to:

  • Specify the Entity for the action using the dropdown on the "Execute for".
  • Once selected you then need to enter the User for the email. If this needs to be a dynamic email (changes each time) then use the place holder by clicking the on the right of the "To" field.
  • Repeat the same thing if you need to include a Cc.
  • Enter a subject that can also include a placeholder using the once again but to the right of the Subject field. 
    Finally, enter the body of the email again using placeholders if necessary using the on the side of the body block.

Note: Mandatory fields for the action "Send Email" are:

  • To.
  • Subject.
  • Body.

Change Property

Set visibility of a group

Selecting this action allows you to change a group's visibility. Once selected this option you will need to:

  • Specify the Entity for the action using the dropdown on the "Execute for".
  • Next, you need to enter the "Group ID" or if dynamic then use the placeholder using the  to the right of the Subject field. 
  • Next, select the visibility of the group whether it is "Private" or "Public".
  • Finally, you must grant "Read and write all groups" permission for the action this can be done by clicking on:
    • Ask admin for consent - Clicking this creates opens the "default" Email app and prefills in Subject and body, asking permission for Rencore Governance to analyze groups for the given Environment
    • Give Consent - Clicking this requires you to sign in with an admin user's account.

Trigger Automation

Send HTTP request

Selecting this action allows you to trigger an HTTP request. Once you select this option you will need to:

  • Specify the Entity for the action using the dropdown on the "Execute for".
  • Select the "Method" whether that is:
    • GET - Use this method to read/retrieve a resource.
    • PUT - Use this method to create or update a resource.
    • POST -  Use this method to create a new resource.
    • PATCH - Use this to modify a resource.
    • DELETE - Use this to delete a resource.
  • Once you have selected the Method you will then need to enter the "URL" to be used. It is possible to use a placeholder using the on the right of the "URL" field.
  • Next, you will need to enter the Key and Value for the "Headers" section, once again it is possible to use placeholders by clicking on the to the right of this field.
  • Next, you will need to enter the Key and Value for the "Queries" section, once again it is possible to use placeholders by clicking on the to the right of this field.
  • Next, you will need to enter the context of the body section, once again it is possible to use placeholders by clicking on the to the right of this field.
  • On the "Cookie" section enter cookies to be used with the request, as with the other sections it is possible to use placeholders by clicking on the to the right of this field.
  • In the final section you need to specify the authentication for the request this can be:
    • None - Selecting this option does not require any further action.
    • Basic - Selecting this option requires you to then need to specify:
      • Username - Enter the username to be used for the request. It is possible to use placeholders by clicking on the to the right of this field.
      • Password - Enter the password to be used for the request. You can enter the password either as plain text or use a secure parameter.
    • Raw -  Selecting this option requires you to enter a value of the Authorization header.

Note: Mandatory fields for the action "Trigger Automation" are:

  • Method.
  • URL.
  • Authentication.

Trigger Azure Function

Selecting this action allows you to trigger an Azure Function. Once you select this option you will need to:

  • Specify the Entity for the action using the dropdown on the "Execute for".
  • Next, you need to enter the "Azure Function URL". It is possible to use a placeholder using the on the right of the "Azure Function URL" field.

Note: Mandatory fields for the action "Trigger Azure Function" are:

  • Azure Function URL.