Create a workspace
You can use the default workspace, or create one for your team. Owners, admins and members can create workspaces; requesters can’t.- Open the workspace switcher at the top of the sidebar and click Create workspace.
- Enter a Name and, optionally, a Description.
- Click Create.
Create the workflow
In the workspace, open Workflows and click Create Workflow.1
Where does this workflow live?
- VCS-backed: the files are in a Git repository. Runners clone it for each run.
- Bentra-managed: the files are stored and versioned in Bentra. No repository needed.
2
Which connector should Bentra use?
VCS-backed only. Pick the connector that can reach your repository. If the list is empty, add a connector first.
3
How is this workflow triggered?
Choose Form. (A Job runs without a form: manually, from the API or on a schedule.)
4
Describe the workflow
- Workflow name: letters, numbers, spaces, hyphens and underscores.
- Owner: set to you.
- Repository: VCS-backed only. Pick the repository that holds the files.
- Description and Tags (optional): help others find the workflow.
Add the files
A request workflow needs two files..bento/workflow/workflow.yml lists the steps. Each run is a bash script:
.bento/form/form.yml defines the form. Each field’s id reaches the steps as an upper-case environment variable, so person_name becomes $PERSON_NAME:
- VCS-backed
- Bentra-managed
Commit both files to the branch the workflow tracks. Bentra reads them from there, so there’s nothing to publish.
Choose approvals and a runner pool
Open the workflow’s Settings tab.- Request Settings: new request workflows have Require Approvals on, with one approval needed, and only Designated Approvers can approve. Before you submit, either click Add Approver and add yourself, or turn Require Approvals off for this test. Approvers are assigned when a request is submitted.
- Execution: Runner Pool chooses where runs go. Leave it on Default pool if that’s where your runner is.
Submit the form
- Open Forms in the sidebar and click your form.
- Fill in Your name and click Submit request.
- Bentra opens the request. If it needs approval, an approver clicks Approve on this page; once approved, the run starts.
Watch the run
The request page links to its run, and every run is also under Runs in the sidebar and on the workflow’s Runs tab. The run page shows each step as it executes, with Logs, Checks and Details. When it finishes, the Greet step’s log shows your greeting. If the run stays queued, check that a runner in the workflow’s pool is connected on Settings → Runner Pools. See Runs to follow, re-run and cancel runs.Next
- Requests and approvals: approvers, groups and multi-approval.
- Variables and secrets: give steps configuration and credentials.
- Request portal: let the rest of the company submit your form.