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Infoveave Help

Workflow Configuration Layout

The section provides you with comprehensive guidance and support on navigating and utilizing the Infoveave Workflow features effectively. 

Workflow-Configuration Layout

The Infoveave Workflow layout is divided into three- the Activity Panel, Workflow Designer, and Workflow Setup Panel. By understanding these components, you will be able to efficiently navigate and utilize the Workflow-related features.

Activity Panel

  • Search Option The activity panel includes a search option that allows you to quickly find specific Workflow activities by entering keywords or activity names in the search bar. This helps streamline the activity selection process, especially when working with a large number of activities.
  • Drag-and-Drop Feature The activity panel offers a convenient drag-and-drop functionality. You can simply click and drag the desired activity from the activity panel onto the Workflow Designer canvas. This intuitive feature simplifies the process of adding activity to your Workflow design, enhancing productivity.

Workflow Designer

  • Workflow Start The Workflow Start enables you to set up triggers for initiating Workflows. Infoveave provides four types of Workflows start triggers, each serving different purposes.
  • Mini Map The Workflow Designer includes a mini-map feature that provides an overview of the entire canvas. It helps you navigate and locate specific areas within your workflow design easily. By referring to the mini map, you can quickly identify and move to different sections of your Workflow, facilitating efficient navigation.
  • Link Activities In the Workflow Designer, you can connect activities by linking the output of one activity to the input of another. Each activity will have an input and output nodes. This allows you to define the logical flow and sequence of activity within your Workflow. By visually connecting activity, you can create a cohesive Workflow that accurately reflects your desired data processing steps.
  • Lock Activity Position The Workflow Designer allows you to lock activity positions on the canvas. This prevents accidental modifications and ensures that activities remain in their designated locations. By locking activity positions, you can maintain the integrity of your Workflow design and avoid unintended changes during the editing process.
  • Zoom-In and Zoom-Out The Workflow Designer provides zoom-in and zoom-out options. Zooming in enables you to focus on specific areas of your Workflow design, while zooming out provides an overview of the entire canvas. This flexibility helps you work with precision and maintain an optimal view of your Workflow design.
  • Delete Activity To remove an activity from your Workflow design, simply select the activities and click on the delete icon or press the backspace key. This allows you to easily remove unwanted or unnecessary activities from your Workflow, refining the Workflow to meet your specific requirements.

Workflow Setup Panel

  • Configure Workflow Within the Setup Panel, you can configure essential Workflow settings such as the workflow name and description.Providing meaningful information in these fields helps you easily identify and differentiate your workflows, especially when managing multiple workflows.
  • Configure Activity The activity configuration tab provides an overview of the activity configuration and offers the ability to edit the configuration settings as needed.
  • Define Variables The variables tab allows you to define variables either as text, numeric, boolean, date, or JSON to be called when configuring the activity.
  • Set Alerts The alerts tab allows you to configure email alerts based on execution time or data for individual activities configured.

Toolbar

  • Execute Manually execute the Workflow at any time for real-time validation and outside its scheduled times.
  • Reset Workflow Validation Clear the validation status of the Workflow, allowing for revalidation and ensuring all steps meet the necessary criteria.
  • Run History View detailed logs of all Workflow executions, including times, statuses, and error messages for monitoring and troubleshooting.
  • Version History Track and revert changes to the Workflow, maintaining control and consistency over its development.