2022

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A workflow is a collection of one Trigger and set of Rules required to perform an integration. The screenshot illustrates the workflow listing page. All workflows have sequence in order of execution. All a user has to do is to just drag and move to change the order of sequence .

The statuses can be set to, 'On or Off', directly from the page. An On status will enable a workflow to execute - either by schedule or by Run now action. An Off status will disable a workflow from executing.

Properties can also be set by selecting appropriate fields and clicking on save. If a user wants to erase earlier settings then, s/he can use the backspace button. Once done, s/he can save the changes.

Create, Edit, Delete Workflow

A logged-in user can create a workflow by clicking on "Create New Workflow" - located on the top right section of the page, as shown above.. 

  1. A pop-up screen will open. It will prompt the user to enter a preferred name.
  2. Clicking on Save will save the workflow. A saved workflow will be shown as a first record on the workflow listing page.
  3. Clicking on Cancel will cancel creating a new workflow and redirect the user to workflow listing page.
  4. Clicking on "Edit" button will open the workflow detail page which contains the sections of Trigger and Rules.
  5. Clicking on "Delete" button will delete the workflow and all of its components from the system. Once deleted, a user will not be able to recover workflows, or any of its components, from the system.
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