Create playbooks for Manual Phishing in Workflow Studio

Use these steps to create playbooks for Manual Phishing in Workflow Studio.

Avant de commencer

Role required: sn_si.admin or sn_si.manager

Procédure

1. Click All > Process Automation Designer > > New and select Playbook.

   For example, Manual Phishing Playbook Template V1.

2. Enter a name for the playbook, the description, and the application for which the playbook is being created.
3. Click Select a trigger.
4. Select Define your own conditions for when your process runs, and select the trigger condition for when your playbook must run.
5. Click Set your trigger conditions.
6. Choose the conditions to define when your playbook must run by selecting a table and filling in the conditions.
   For example, the trigger condition is when a security incident of category Phishing is created.

   Figure 1. Manual Phishing

   

7. Click Go to Designer.
8. To start designing your automated process, click Add a new stage.
   The stage properties pane opens on the right side of the UI.
9. In the stage properties pane, enter the following details: Name, Description, Run condition, and Indicate when to start.
   The Run condition and Indicate when to start fields imply when the stage would run.
10. Click Save and close.
11. To add another stage, click Add another stage.
    Similarly, you can create as many stages as you want. In this example, you can create a stage for Analysis, Contain, Eradicate, and Review respectively. In the following example, Analysis stage starts immediately and has no run condition. Contain stage start after the previous stage is completed and has a run condition that is based on the outcome of an activity in the previous stage.
    After adding the stages, you need to add process activities for each stage.
12. Click Add another activity under a particular stage (For example, Analysis stage).
    The Add activity pop-up opens.
    1. In the Add activity pop-up, select the required activity definition.
13. Click Create a new activity.
    After an activity definition is added, it can be further configured similar to stages. Similarly, you can create other process activities under each stage.

    Figure 2. Manual Phishing Activity

    

14. In the Activity properties pane, add a run condition and indicate when to start the activity.
15. Add a run condition and indicate when to start.
    All the input required for this activity (Includes inputs in the automation plan that are configured) will be shown. You can override the values or use the preconfigured values.
16. Click View all properties and enable the Advanced properties toggle to display all the activity experience fields from the activity definition.

• Add parallel activities
  If the When to Start field is set to With Previous, then parallel activities can be initiated.