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In the Workflow window, you can search for a workflow data through the "Search Field", edit the entity data, manage the data workflow on the an existing information, or completely delete a workflow function. You may also add a new data workflow for the system to use.
- The 'Add Script' Button lets you create a new workflow. For an in depth guide, please visit Adding / Editing Workflow
This section will allows you to add the new Workflow.
Clicking on the ‘Add Workflow’ button from the Workflow Management landing page, you will be able to add the new Workflow by submitting the following information:
Click on ‘Save Changes’ button to add the new Workflow. The newly created Workflow will be added to the Workflows list as shown below.
Click on ‘Save Changes’ button to add the new Dashboard. The newly created dashboard will be added to the dashboards list.
This section allows you to manage the structure for workflows. Click on the ‘Manage’ button from the ‘Workflows Listing’ screen to open ‘Manage Workflow’ section.
By default, displays following information to you:
Follow the below steps to define the structure for Workflow:
Step 1: Start Event On
Select the one or multiple triggers to start event. You can select any of the following triggers:
Step 2: Add Step
Select the steps to be taken after the trigger event occurs from the Step 1. Select steps following order:
Click on ‘Save Changes’ to add the stage.
Add Check Condition: Once the Stage is added, you need to add the Check Condition. Click on the ‘Add Check’ button or Select the ‘Check Condition’ option from the “Add Step” dropdown and submit the following details:
Click on ‘Save Changes’ to add the Check Conditions.
Action: After adding the Stage and the Check Condition, you need to select the action to be taken. You can add any of the following action(s):
SQL Statement: Follow the below steps to add ‘SQL Statement’ action:
Send Email: Follow the below steps to add ‘Send Email’ action:
Send SMS: Follow the below steps to add ‘Send SMS’ action:
Once you are done with the complete structuring of Workflow, you can publish the Workflow so that it will be created in the database with the structure defined by you.
After publishing the Workflow, the ‘Publish’ button will be removed from the Action buttons. You won't be able to revert the changes once published. |
This section displays the listing of all the Workflows created by you with the following details:
Refer 'Managing System Workflow' section above for more details.
At the bottom of the list, you will be able to see the slot of the entries you are currently viewing.
Search feature will allow you to quickly find the needed workflow(s).
You need to enter the search keywords in the below Search Input box and instantly the workflows list will be filtered as per the keywords and shows you the required workflow(s).
You can delete the existing workflow by clicking on the ‘Delete’ button present across the workflow. Clicking on the ‘Delete’ button, you will be prompt for the Workflow delete confirmation. Once you select ‘Continue’ option, the selected Workflow will be deleted from the system.
Deleted Workflow(s) cannot be retrieved again. Be sure before deleting. |
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