Workflows

 Calculations in workflows are used: to evaluate a test status based on a business rule and when used, generally they are followed up with an action to perform a special calculation on a given set of data the result can be used to continue the c...

Overview Workflow analyser is visualisation tool that displays the interconnections between triggers and workflows.  As more workflows and triggers are built, it is essential for designers to understand how a trigger or workflow may affect other t...

Quick instructions explaining how to create a new Workflow or edit an existing Workflow.

Overview Inputs is information that is fed into the workflow to be used by the workflow. For example, if you create a workflow to update the 'employee status' the input would be an employee record. Inputs can be of the following types: String - ...

Outputs are used if the workflow is triggered by another workflow. In this case, the output is pushed back into the master workflow for further processing. Defining an output To define an output: Open the workflow in Workflow Builder mode, see ...

Variables are used to store temporary values within the workflow as a Parameter. Defining a variable To define a variable: Open the workflow in Workflow Builder mode, see  Create or Edit Workflow. Select the  Start Activity  icon. The Configur...

A workflow has the security option to 'Run as workflow owner'. Defining the security setting To define the security setting: Open the workflow in Workflow Builder mode, see Create or Edit Workflow . Select the  Start Activity  icon. The Confi...

The table below lists each of the Workflow Activities and provides a short description.  For general information about configuring workflows please see General Workflow Activity Configuration . Data Activities Create Create a new r...

Workflows can be tested to ensure they perform as expected.   The Run workflow page can be accessed either through Workflow Builder or the Workflow Report.   Accessing the Run Workflow Page  To access the Run Workflow Page: In the Left Navig...

The Workflow Runs report displays a list of past instances and running instances of workflows that have been triggered. This report is useful in ensuring workflows are running as expected and it is recommended that this checked on a regular basis. ...

Administrators can trouble-shoot workflow execution by using the Examine  context menu option. Navigating to the new Examine  feature from the workflow run's context menu This will show summary page with details that can be separa...

Inboxes support the use of workflows to process the incoming emails, as shown below where a workflow named Capture Event will run for every received email.  Inbox workflow configuration Input Parameters In order to access the received ...