Manage Workflow

Manage Infoveave “Workflows”, with the flexibility and control 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, add descriptions, and delete Workflows.

Note

• Depending on your role-based access permissions, you may see an All Workflows option in addition to My Workflows & Shared Workflows.
• This feature allows you to view all the Workflows in Infoveave that are accessible based on your specific role within the organization.

Execute Workflows

To execute a Workflows in Infoveave, follow these steps

1. Locate the Workflows you want to execute in the Infoveave interface.
2. Click on the Execute button, associated with the Workflows.
3. This will initiate the execution of the Workflows. You will receive a notification confirming the start of the Workflows execution.
4. Monitor the Workflows execution progress, and upon completion, you will receive another notification indicating the Workflows execution status.

Run History

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

1. Locate the Workflow for which you want to see the run history in the Infoveave Workflows.
2. Click on the Run History icon associated with the identified Workflow. This action will take you to the Workflow History page.
3. On the Workflow History page, you will 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 was initiated.
   • Failure Reason If the Workflow encountered any failure, this column provides the reason for the failure.
   • Failed at Step Indicates the specific step or activity where the failure occurred, if applicable.
   • Activity Name (Failed) The name of the activity that failed 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.
4. From the Workflow History page, you can edit the Workflow flow in the Workflow Designer with 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 History page.
   • Executing the Workflow will take 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.

Edit 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 Setup Panel.
6. If necessary, reschedule the Workflow by clicking on the Cron Trigger icon.
7. Click Save to apply the updates.

Caution

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

Move to Production

To move a Workflow to production in Infoveave follow the below 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 will appear, 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 with the move, and the Workflow, along with any linked Workflows, will move to production.
6. Once you move the into production, the Workflow displays the Production tag, that confirms the move.

Note

• Additionally, you can click on the Info Icon across workflow name to access an overview and description of the workflow, along with its workflow flow.
• Download the workflow flow 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.
• Ability to move Workflow from draft to production mode is subject to role-based access control, depending on your user permissions.

Move to Draft

To move a Workflow to production in Infoveave follow the below 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 will appear, 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, and the Workflow, along with any linked Workflow, will move 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.

Export Workflows

Exporting Workflow allows you to move a Workflow from UAT environment to production. To move a Workflow to production in Infoveave follow the below steps

1. Locate the Workflow you want to move in the Workflow Manager.
2. Click on the Export icon associated with the Workflow.The Workflow will be downloaded as zip file.
3. Use the Export option in the production environment to move the Workflow from the UAT environment.
4. Upload the recently downloaded zip file from the UAT environment in the production environment.
5. Give a name to the Workflow being imported.
6. Click on the Import button to complete the import.
7. Upload the recently downloaded zip file from the UAT environment in the production environment.
8. Give a name to the Workflow being imported.
9. Click on the Import button to complete the import.

Share Workflows

Sharing options such as sharing with specific users or roles provide control and flexibility in sharing the Workflows to 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/role.
2. Select between the available options- Share with User or Share with Role.
3. If you choose Share with User, go to the Share with Users option.
4. From the share dialogue box, select the user(s) you want to share the Workflows with.
5. If you want to share the Workflows with all users, select the Share With Everyone option.
6. If you choose Share with Role, switch to the Share with Role.Pick the roles you want to share the Workflows with from the share dialogue box.
7. To remove a specific user or role from the shared list, uncheck the corresponding checkbox.
8. Click Save to share your Workflows with the selected users/roles.

Note

• Share with Everyone, give the access of the shared entity to all users along with new users.
• Shared individuals will receive a notification after the successful share.
• To stop sharing, simply unselect the users/roles.

Tip

• Share icon will be Blue in color when shared with all.
• Share icon will be Green in color when shared with a few.

Move to 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

• Alternately, you can drag and drop a Workflow to any folder, to add it to that specific folder.
• You can also remove a Workflow from a folder by dragging it outside the folder.

Add Description

When creating a Workflow in Infoveave, you can add descriptions to provide more information. You can choose between, the Rich Text Editor or the Markdown Editor, to write and format your descriptions. This allows you to provide tags, short description, or contents about the purpose and usage of your Workflow.

To add a description to your Workflow, follow these steps

1. Select the desired Workflow.
2. Click on the Add Description option.
3. Choose the type of editor you prefer- Rich Text Editor or Markdown Editor.
4. Fill in the necessary information in the provided fields
   • Tags Add any relevant tags to categorize your Workflow.
   • Description Enter a description that provides a brief overview or explanation of the Workflow.
   • Content Include any additional details or notes related to the Workflow.
5. Click Save to save the description.

Tip

The Modal automatically converts text to Markdown language and vice versa, allowing more choice to the users.

Note

The Markdown Editor allows you to use simple text formatting syntax to format your description.

• Use asterisks (*) or underscores (_) to emphasize text. For example, italic or italic will appear as italicized text.
• Use double asterisks (**) or double underscores (__) for bold text. For example, bold or bold will appear as bold text.
• Create lists by starting each line with a dash (-) or an asterisk (*), followed by a space.
• Add hyperlinks using square brackets [ ] and parentheses ( ) for the URL. For example, Link will create a clickable link.
• Other formatting options include headers, blockquotes, code snippets, and more. Refer to any Markdown syntax guides for additional details.

Delete 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 from the warning message 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.