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Description
Cloudaware application auto-attachment rules are based on Salesforce Workflow Rule functionality. A workflow rule is like an IF/THEN statement. IF part of the statement is called criteria, THEN part of the statement is called actions. For example, the simplest of workflows will check for a specific value on an object and then update the 'Application Tier Client Name' field with a particular value. The value should be set to the application tier's name.Note that ' Application Tier Client Name' consists of 2 parts: Application name and Application Tier name for example: AWS - Production (see the example below).Cloudaware application auto-attachment rules are based on Salesforce Flow functionality.
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The value of the Application Tier Client Name then determines which Cloudaware Application and Application Tier a resource will be attached to. It uses the following format'<Cloudaware_Application_Name> - <Application_Tier'.
Prerequisites:
Cloudaware Application created with 1 or more Application Tiers: https://docs.cloudaware.com/DOCS/create-virtual-applications
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Creating an Auto-Attachment Flow
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5. Specify an entry condition. In this case, we will be creating attachment logic based on 'Application' and 'Environment' AWS tags values. Both fields should NOT be equal to an empty string.
Create Auto-Attachment Workflow Rule
1. From your Cloudaware account open a main menu under your username.
2. Go to Setup → Workflow & Approvals → Workflow Rules → New Rule.
3. Select the object to which this workflow rule applies. e.g. AWS EC2 Instance. Click Next.
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4. Add Rule Name (1), set Evaluation Criteria(2) and Rule Criteria(3) to trigger your workflow rule. Add Filter Logic if necessary.
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Click Save & Next.
4. Add Workflow Action → New Field Update.
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5. Give this workflow acton a name. Select AWS EC2 Instance: Application Tier Client Name as a field to update.
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6. Select a radio button Use a formula to set the new value. Enter the formula "Application Name" & " - " & "Application Tier Name". Click Save.
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7. Review the workflow rule details. Click Done.
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6. Click Activate to activate your workflow.
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6. Keep the 'Every time a record is updated and meets the condition requirements' option selected.
7. We are going to optimize the flow for Fast Field Updates. Click Done after setting this option.
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8. Let's add logic that will work as an if/else statement. We can accomplish this by using the Decision flow element.
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9. Set a label for the new decision element ('Test Conditions' in our case) and give a name to the outcome that will evaluate our condition to 'true' (we've set it as 'YES' here).
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10. In the Resource search bar choose $Record → Application tag field and check if:
Application tag value is equal to the name of the Cloudaware Application you've created before (Prerequisites).
Environment tag value is equal to one of the Application Tiers of the Cloudaware Application.
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11. Now we can configure the next action that will be performing the actual Application Tier Client Name update on an object record. Click on the plus sign under 'YES' and choose Update Triggering Record in the shortcuts menu.
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12. Set a label for the new element, and keep the 'Use the aws ec2 instance record that triggered the flow' option selected. In the Set Field Values for the Record specify the Application Tier Client Name as the field and Application tag - Environmentas the value (in our example it's going to be 'TestApp - production' ). Click Done.
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13. After saving the flow the Activate button will become available. Click Activate.
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Objects triggered by the flow and also their related objects (such as Network Interfaces and EBS Volumes for EC2) will be automatically attached to the appropriate application within 1 hour24 hours.
Attachment Logic Examples
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Customers can create even more complicated auto-attachment rules combining workflow rules with formula fields configuring formula resources/fields inside flows or even updating update them via API from an external system. Almost any complex object classification logic is possible using workflows flows and formulas.
Object Re-Attachment After Application Tier Client Name Change
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