Overview
Quick actions make workflows immediately accessible to the investigator from the case view. Expose workflows in cases to reduce response time and standardize investigations. Assign quick actions to specific cases for a targeted response.
Workflows must have an On-demand trigger and be published to be exposed.
Learn how to trigger workflows from Torq cases.
Quick actions steps
Create a quick action for a case
Delete a quick action from a case
List case's quick actions
How to use
Expose workflows in all cases
Check the Expose in all cases option in the workflow trigger settings.
Use case: Create quick actions for new cases
Quick actions make selected workflows available in specific cases.
In the example below, quick actions are added to the case when it is created. The Create a quick action for a case step uses a variable containing a JSON object of quick action title and workflow ID pairs as input. Available workflows can also be selected by name from the Workflow dropdown.
Add the step: Add the Create a quick action for a case step to your workflow.
Configure the quick action:
Enter the case ID to add the quick action to.
Enter a descriptive title for the action (2–20 characters).
Enter the workflow ID, or select the workflow by name from the Workflow dropdown.
Quick actions appear as shortcuts in the case. Only the first three display as shortcuts, and additional quick actions are listed at the top of the Run a workflow dropdown.
While the number of quick actions you can create is unlimited, only the first three are displayed as shortcuts in the case. Additional quick actions are listed at the top of the Run a workflow dropdown list.
Executing and monitoring workflows within cases
When a workflow is triggered from a case, it can utilize the case ID available in the workflow metadata: {{ $.metadata.case.id }}
Use the Get case details step to retrieve additional information about the case.
Use the Add comment to case step to add key insights or updates to the case timeline.
