Example Workflows
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      Routine workflows (AFE Payout Review)

      ResNet Dashboard Overview


      Welcome to ResNet! In this module, we’ll walk through setting up a workflow that automatically creates an AFE Payout Review issue for closed tasks after a set period. This helps ensure financial oversight and compliance with your asset reviews.

      Let’s get started!

      Step 1: Scheduling the Workflow Trigger

      Navigating to the Workflow Editor
      First, we need to define when the workflow runs.
      • Use the Scheduled Trigger to automate execution.
      • You can set it to run daily, hourly, weekly, or customize the timing.
      • In this case, we’ll trigger it every day to check for closed issues that need review.
      With this setup, the workflow will consistently monitor closed issues for follow-up.

      Step 2: Retrieving Closed Issues

      Querying ResNet for Closed Issues
      Next, we’ll pull all closed issues from ResNet.
      • Add the Get Issues Component.
      • Filter for Status = Done, which means the issue has been closed.
      Now, we have a list of all recently closed issues.

      Step 3: Implementing the Lookback Period

      Adding a Date Calculation Component
      To determine which closed issues need a payout review, we’ll apply a look back period.
      • Add a Date Calculation Component.
      • Define an input parameter called Days Lookback—this specifies how many days into the past we should check.
      • For example, if we set it to 90 days, the workflow will only flag issues that have been closed for more than 90 days.
      This ensures that only issues meeting the time criteria get processed.

      Step 4: Filtering for Relevant Issues

      Filtering Issues Based on Criteria
      Now, let’s refine the list further.
      • Use a Filter Component to apply conditions:
        • The issue must have been closed before the lookback date.
        • The AFE field must not be empty—this ensures the issue is tied to a financial review.
      By filtering, we focus only on the issues that require an AFE Payout Review.

      Step 5: Creating the AFE Payout Review Issue

      Configuring the Create Issue Step
      Now, let’s generate a new issue for review.
      • Use the Create Issue Component.
      • Format the issue name dynamically using a template, such as:
        • [Original Issue Name] – AFE Payout Review
      • Add details to the description for clarity.
      • Assign the new issue to the same asset as the original issue by referencing the Asset ID.
      This ensures that each closed issue is properly reviewed before financial closure.

      Closing Scene: Recap & Next Steps

      That’s it! You’ve successfully set up a workflow that automates AFE Payout Reviews for closed issues in ResNet.
      ✅ Runs on a scheduled basis
      ✅ Filters for closed issues with AFE fields
      ✅ Applies a configurable look back period
      ✅ Automatically creates follow-up issues
      Need more help? Check out our support documentation or reach out to our team. Happy automating!