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Infoveave Help

Creating Workflow

Creating Workflows

Infoveave workflows let you automate and streamline your data processes. These processes range from ingestion to visualization. A workflow is a sequence of connected activities that automates business-critical tasks such as data acquisition, analysis, and reporting.

Creating an Infoveave Workflow

  1. Access Infoveave Workflows by going to Automation Workflows.

    You can see all workflows created by you under My Workflow and those shared with you under Shared Workflow.

  2. To create a new workflow, click New Workflow. This takes you to the Workflow Designer.
    New Workflow

  3. In the Workflow Setup tab, enter a meaningful Name and Description. These help you identify the workflow and understand its purpose.

  4. Choose what should happen after the workflow finishes by selecting an option from the On workflow completion continue with dropdown.

  5. You can enable the Continue if workflow fails checkbox if you want the workflow to continue running even if one or more activities fail.

  6. To get a summary report after the workflow runs, check the Send workflow summary box. This report gives you an overview of the workflow’s execution.

  7. Select a summary report (query report) from the dropdown list.

  8. Specify who should receive the summary report for review and analysis.

  9. Optionally, check the Send summary only on failure box to receive the summary report only when the workflow encounters failures. This helps you with monitoring and troubleshooting.

  10. Click Save to save your workflow.

Workflow Start

To learn more about starting a workflow, visit Workflow Start.

Adding, Configuring and Linking Activities

Identify the key activities in your workflow and add them to the Workflow Designer. These activities define how your workflow functions.

  1. Drag and drop the required activity from the activity panel onto the Workflow Designer canvas. Each activity performs a specific task in your workflow.
  2. To configure an activity, select it to view its settings in the Configuration tab. The selected activity is highlighted on the canvas.
  3. To add variables to your workflow that can be used anytime, go to the Variables tab in the Workflow Setup panel.
    • Click Add to create a new variable.
    • Enter a unique and descriptive name.
    • Select the variable type from String, Number, Boolean, Date, or JSON.
    • Set the initial value depending on the variable type.
    • For Boolean, choose either True or False.
    • For Date, select a date using the calendar.
    • For JSON, enter a JSON array.
    • Click Save to save the variable.
  4. After configuring an activity, click Validate.
  5. Link all the necessary activities to complete your workflow.
  6. Use the mini map to navigate through the Workflow Designer canvas.
  7. To add alerts that send email notifications during the workflow, go to the Alerts tab in the Workflow Setup panel.
    • Toggle Enable to turn the alert on or off.
    • Select recipient email addresses from the user list. You can choose multiple recipients.
    • Write a custom alert message that is sent when the condition is met.
    • When setting an execution time alert, toggle Use Absolute Time to choose between absolute and relative time.
      • Absolute Time measures total execution time in minutes.
      • Relative Time measures time based on a specific event or condition.
    • When setting data alerts, define the conditions for input and output data.
      • Input Rows lets you choose whether to send alerts for input rows. Options are Send or Don’t send.
      • Input Files lets you choose whether to send alerts for input files. Options are Send or Don’t send.
      • Output Rows lets you choose whether to send alerts for output rows. Options are Send or Don’t send.
      • Output Files lets you choose whether to send alerts for output files. Options are Send or Don’t send.
  8. Click Save to save the configured workflow.