Read and update recommendations in an automation

Use recommendation steps to load, change, and transition recommendation.

Example: Move approved savings recommendation into progress

Scenario: FinOps team reviews cloud recommendation and assigns work after confirming underlying resource and estimated savings.

1. Use Read recommendation with ID from Recommendations page; store output as rec.

2. Use Write recommendation only when details or savings need updating. Reuse recommendation ID to update record rather than create unrelated record.

3. Add Wait for approval if your process requires review, then choose Recommendation status with Start on approved path.

4. Test against recommendation currently in New. Verify resulting status in Recommendations page. Do not select Complete directly from New.

Read recommendation

1. Add Read recommendation.

2. Enter Recommendation ID as shown on Recommendations page.

3. Set Store as variable, e.g. rec.

Later steps can use rec.name, rec.details, rec.status, rec.potentialSavings, and rec_resources.

Write recommendation

1. Add Write recommendation.

2. Set action Create or update.

3. Enter Recommendation ID. Existing ID updates recommendation; blank fields retain existing values.

4. Provide required Source and relevant category, asset, status, details, savings, and cloud resource fields.

5. Set output variable, e.g. saved_rec.

To write one recommendation per table row, place step inside For each and use item fields.

Change status

1. Add Recommendation status.

2. Enter recommendation ID or output variable.

3. Choose Start, Complete, Dismiss, or Back to new.

4. Save and test.

Start works from New; Complete works from In Progress. Other invalid transitions fail. Reports reflect change after next cube refresh.