Job Operations allow you to perform automated actions in Risk Cloud based on a triggering event.
A Job Operations provide a way to automatically perform certain actions in response to an event in a Workflow (a Trigger).
Types of Job Operations
Select the Operation type. The types of Operations available are listed below:
Create New and Map to Trigger - A new Record is created and mapped to the triggering Record. You can decide which Workflow and Step you want to create this new Record in and also choose the initial assignee and set a Due Date for the Record. Note that in order for the Record to be created, the Workflows must already be connected together.
Create New and Map to Existing - A new Record is created and mapped to an existing Record. In addition to all of the configuration options above, you can also decide the existing Record you want this new Record to be mapped to.
Map Existing to Trigger - An existing Record is mapped to the triggering Record. You can decide what the existing Record is that will get mapped to the triggering Record.
Update a Field - A Discrete Field (Due Date, Date Picker, Select, Multi-Select, Radio, Checkbox, Number) is updated. Select the Field you would like to be updated. Dependent on the Field Type you have options for the kinds of updates that can be made:
Select Fields and Radio Fields can be updated or cleared completely.
Date Fields can be updated relative to trigger date, relative to existing date in the Field, or cleared.
Multi-Select Fields and Checkbox Fields can have new values added, specific existing values removed, or all existing values removed.
Number Fields can be updated with a specific number, adjusted up or down by a specific number, or cleared completely.
- Webhook - Webhooks allows you to send data outside of Risk Cloud to an external system or integration via an HTTP request when the triggering event occurs. For more information on Webhooks, please visit the Risk Cloud Webhooks article.
Note that in order to set up a Job Operation, you first need to create a Job. Navigate to Build > Jobs and Click + New Job to create a new Job. Title the Job and select an appropriate trigger. For more detailed guidance on how to create and configure Jobs, refer to Jobs and how to create them.
Commonly Used Job Operations
The most commonly used Operations are Create New and Map to Trigger and Update a Field Operations. Example use cases of these Operations can be found below.
Create New and Map to Trigger Use Case
The Create New and Map to Trigger Operation can be used in situations when you have Records that need to be periodically assessed. For example, you could have an Enterprise Risk Management Application with two Workflows: "Risks" and "Risk Assessments." You assess Risks annually. Instead of having to manually create Risk Assessment Records every year, you can configure a Create New and Map to Trigger Operation to automatically do this for you. You can refer to Auto-create a Child Record on a Specific Cadence for a detailed guide on how to set up this Operation.
Update a Field Use Case
You might have an Application in which you have a Field tracking the status of a Record. Instead of having to manually update the Field, you can configure an Update a Field Operation that will automatically update the Field when it moves through the Workflow. Alternatively, as in the Enterprise Risk Management Application example above, you might want to update the date on which the Risk Record needs to be assessed next every time an assessment is made. You can use the Update a Field Operation in order to enable this. You can refer to Automatically update Fields based on a Workflow Event for a detailed guide on how to set up this Operation.