Managing Workflow

Manage Infoveave Workflows with the flexibility and control you need to streamline your data processing and automation activities. The comprehensive set of features empowers you to execute Workflows, view run history, edit configurations, move to production, move to draft, share with others, move to folders and delete Workflows.

Run history

To view the run history of a specific Workflow in Infoveave, follow these steps.

1. Locate the Workflow you want to view the run history for.
2. Click on the Run History icon associated with the identified Workflow. This action takes you to the Workflow Summary page.
3. On the Workflow Summary page, you find a tabular display with various details related to the Workflow execution. These details include:
   • Workflow Instance ID. A unique identifier for each Workflow instance.
   • Started On. The date and time when the Workflow execution is initiated.
   • Failure Reason. If the Workflow encounters any failure, this column provides the reason for the failure.
   • Activity Name (Failed). The name of the activity that fails during execution, if any.
   • Activity Type. The type of activity performed during the Workflow execution.
   • Execution Time. The duration of time taken for the Workflow to complete its execution.
   • Created By. The user or account responsible for creating and initiating the Workflow.
   • Delete Action. Provides an option to delete the specific Workflow instance from the history.
   • Pause/Resume. Provides the option to re-run the Workflow.
4. From the Workflow Summary page, you can edit the Workflow in the Workflow Designer using the Edit icon . This allows you to modify the sequence and configuration of activities within the Workflow.
5. Additionally, you can execute the same Workflow again from the Workflow Summary page.
   • Executing the Workflow takes you to the Instance History page, where you can monitor the real-time progress and details of the Workflow execution.
   • Click on each activity to see the details.

Note

Click on the hamburger icon on the column title to access additional table options for customization.

Filter You can apply filters to individual columns to quickly find specific information in the table.

Pin to Column You can pin a column to keep it fixed on the screen while scrolling, ensuring that important data remains visible.

Autosize This Column This option allows you to automatically adjust the column width to fit its content.

Autosize All Columns You can automatically adjust the width of all columns in the table to optimize the view.

Reset Column If you have made any adjustments to a column, you can reset it to its default settings.

Editing Workflows

To edit a Workflow in Infoveave, follow these steps.

1. Find the Workflow you want to edit in the Workflow Manager.
2. Click on the Edit icon associated with the Workflow.
3. Update the Workflow activities, settings, and scheduled time as needed.
4. Drag and drop activities to add or rearrange them and link them to define the Workflow flow.
5. Modify the Workflow name, description, and other settings in the Workflow Setup tab.
6. If necessary, reschedule the Workflow by clicking on the Cron Trigger icon.
7. Click Save to apply the updates.

Note

• To edit any Workflow, the Workflow must be in Draft Mode.
• If the Workflow is in Production, you can only View the Workflow.

Moving to production

To move a Workflow to production in Infoveave, follow these steps.

1. Locate the Workflow you want to move in the Workflow Manager.
2. Click on the Move to Production icon associated with the Workflow.
3. A confirmation dialog appears showing the Workflow name and the list of linked Workflows.
4. Enter the Workflow name in the associated text field to confirm the move.
5. Click on Move to proceed. The Workflow, along with any linked Workflows, moves to production.
6. Once you move it into production, the Workflow displays the Production tag that confirms the move.

Note

• You can click on the Info icon across the Workflow name to access an overview and description of the Workflow.
• Download the Workflow as an Excel file containing details such as Activity Id, Activity Name, Activity Type, and Content.

Caution

• You cannot Edit & Save a Workflow in production.
• The ability to move a Workflow from draft to production mode is subject to role-based access control depending on your user permissions.

Moving to draft

To move a Workflow back to draft, follow these steps.

1. Locate the Workflow you want to move in the Workflow Manager.
2. Click on the Move to Draft icon associated with the Workflow.
3. A confirmation dialog appears showing the Workflow name.
4. Type the Workflow name in the associated text field to confirm the move.
5. Click Move to proceed with the move. The Workflow, along with any linked Workflow, moves to Draft.

Note

Once moved to Draft mode, you can edit or reschedule the Workflow.

Caution

You cannot move a linked Workflow from Production to Draft mode unless the main Workflow is moved to Draft.

Exporting Workflows

When you export workflows, you get two options. You can either Export with configuration or Export as a template. Choose one of these options to download your file.

Version history

The version history feature allows you to view and manage different saved versions of a workflow. You can compare any two versions side by side to identify the changes made. Each version is listed with a timestamp, and you can select, download, or delete a version as needed.

Sharing Workflows

Sharing options such as sharing with specific users or roles provide control and flexibility in sharing the Workflows with the right audience, ensuring efficient utilization and leveraging of the feature.

You can share your Workflows with other users or roles in Infoveave. Follow these steps to share your Workflows.

1. Click on the Share icon to share the Workflows with the team or role.
2. Select between the available options. Share with User or Share with Role.
3. If you choose Share with User, select the user(s) you want to share the Workflows with.
4. If you want to share the Workflows with all users, select the Share With Everyone option.
5. If you choose Share with Role, pick the roles you want to share the Workflows with from the share dialog box.
6. To remove a specific user or role from the shared list, uncheck the corresponding checkbox.
7. Click Save to share your Workflows with the selected users or roles.

Tip

• The Share icon appears Blue when shared with all.
• The Share icon appears Green when shared with a few.

Moving to a Folder

Organize your Workflows by easily moving them to designated folders.

To organize your Workflows under folders, follow these steps.

1. Select the Workflows you want to move by clicking on the Move to Folder icon.
2. Choose the desired folder from the dropdown menu.
3. Click the Save button to finalize the move.

Tip

• You can drag and drop a Workflow to any folder to move it to that specific folder.
• You can also remove a Workflow from a folder by clicking on the Move to Folder icon and selecting the Root folder.

Deleting a Workflow

To delete a Workflow in Infoveave, follow these simple steps.

1. Find the Workflow you want to delete.
2. Click on the Delete icon .
3. Type the specified text in the provided text field.
4. Alternatively, you can copy the text from the icon and paste it in the text field.
5. Once you have entered the correct text, click on Delete.

Caution

• You cannot delete a Workflow in Production.
• The Workflows must be moved to Draft to delete.
• Please be cautious when deleting a Workflow as it cannot be recovered once deleted.