Workflow Start

Workflow is a sequence of activities that are chained together to enable the automation of business-critical activities such as data acquisition, analysis, and reporting. You can execute a Workflow instantly or schedule it for execution. You can view the status or execution history of an executing Workflow.

The Workflow Start functionality enables you to set up triggers for initiating Workflows. Infoveave provides four types of Workflows start triggers, each serving different purposes

• Manual Trigger This trigger allows you to start the Workflow manually. It gives users the flexibility to initiate the Workflow whenever they deem fit, providing manual control over the process. It allows you to upload files or JSON data that might be required for your Workflow activity. 
• Cron Trigger The Cron Trigger enables you to schedule the Workflow to run at specific intervals using CRON expressions. This trigger is useful for automating repetitive activities that need to occur at regular intervals, such as daily, weekly, or monthly reports.
• Webhook Trigger With the Webhook Trigger, Workflows can be triggered by HTTP requests sent from external systems. This allows for seamless integration with other applications and systems, enabling Workflows to be initiated based on external events or data changes.
• Email Trigger The Email Trigger initiates the Workflow based on incoming emails. You can set up rules to trigger the Workflow when specific emails are received, allowing for automated processing of email-based activities or notifications.

Each trigger type in Infoveave offers unique advantages and can be selected based on the specific Workflow requirements and integration needs.

Manual Trigger

Manual triggers allow you to start the Workflow manually through an interface. You can upload an array of JSON data or multiple files to initiate a Workflow. This functionality allows for the manual input of data or the uploading of files that contain the necessary information to start the Workflow process. Manual triggers are ideal for Workflows that need to be initiated on-demand.

To set up the manual triggering Workflow, follow the below steps.

1. Select the Cron trigger icon in the Workflow Start.
2. Click on the Activities tab to schedule the trigger.
3. Enter the raw data in JSON format in the data field.
4. To upload a file, click on the Attach Files button and select the required file from your local storage. 
5. Click on the upload icon to upload the attached file for execution.
6. Click on the Validate button to validate the data and all the uploads.
   • The raw data entered will be showcased as a table after validation. 
   • The file uploaded showcases the file path, file name, and size. 

Note

• To upload multiple files, you must upload all the required files in a single instance.
• When both files and an array of JSON data are present, the system prioritizes them based on the immediately following activity.

Cron Trigger

Cron trigger helps you schedule the time at which a Workflow automatically runs. Infoveave executes the Workflow as per the scheduled time assigned by you. You can schedule workflow-based on day and time. Infoveave allows options such as

• Days of Week
• Days of Months
• Months

To schedule the Workflow automation using the Cron trigger, follow the below steps.

1. Select the Cron trigger icon in the Workflow start.
2. Click on the Activities tab to schedule the trigger.
3. Select the desired frequency for workflow execution
   • Choose “Every” if you want to schedule the workflow after a fixed time interval, such as every 2 hours. Select the appropriate interval value between 1 and 23 hours or 1 and 59 minutes.
   • Choose “On” if you want to schedule the workflow only at specific times in a day, such as morning 10 AM and evening 6 PM. Select the desired hour value between 1 and 23 or minute value between 1 and 59.
   • Choose “At” if you want to schedule the workflow at a specific time, such as 6:30. Select the desired hour and minute from the drop-down lists.
   • Choose “Custom” if you want to schedule the workflow at a custom time.
4. Select the time zone from the drop-down list.
5. Choose the days on which you want to execute the workflow. By default, Infoveave sets it to every day. You can select specific days of the week, days of the month, or months.
6. Click on the Add button to set the schedule for workflow execution. The scheduled times will be displayed in a tabular form.
7. To Delete a scheduled time, click on the delete icon associated with that schedule.

Note

• On the same list, you can create multiple schedule calendars.
• Prior to saving the schedule, always click “Add Schedule”.
• To prevent the schedule from running on stated holidays, check the “Do not run on holiday” option.
• To learn about setting the holiday calendar, click on Holiday Calendar.

Webhook Trigger

The Webhook trigger allows Workflows to be triggered by HTTP requests sent from external systems. This trigger enables seamless integration with other applications and systems, allowing workflows to be initiated based on external events or data changes. You can configure the Webhook Trigger to listen for specific HTTP requests and trigger the workflow accordingly. This trigger is useful for building automated workflows that respond to external events, such as data updates or notifications from other systems.

To trigger the Workflow automation using the Webhook, follow the below steps.

1. Select the Webhook trigger icon in the Workflow start.
2. Click on the Activities tab to configure the Webhook.
3. Click on the Add button to start adding the Webhook trigger.
4. Enter a name for the Webhook.
5. Define the URL Endpoint in the URL string.Mouse over the added URL to get the full URL, which will be used for the HTTP post request for the external trigger. 
6. Click on the Save icon to save the configuration. 

Note

Infoveave allows you to configure multiple Webhook triggers to initiate the workflow.

Email Trigger

The Email Trigger initiates the Workflow based on incoming emails. You can set up specific email addresses, allowing for automated processing of email-based activities or notifications. This trigger is useful for Workflows that involve email notifications, processing of data received via email.

To setup an email trigger for the Workflow, follow the below steps.

1. Select the Email trigger icon in the Workflow start.
2. Click on the Activities tab to configure the Webhook.
3. Click on the Add button to add the Email address.
4. Click on the Save icon to save the configuration. 

Note

Infoveave allows you to configure multiple email triggers to initiate the workflow.