Workflow Tab – Technical Documentation

Overview

The Workflow tab allows users to create, configure, and schedule workflows in a guided step-by-step interface. This feature is designed to streamline the process of building automation flows within the application.

Steps to Build a Workflow

Step 1: Workflow Details

This is the first step in the workflow creation process.

Components:

• Workflow Name:
  Text input field where the user must enter a unique and descriptive name for the workflow.

• Select Folder:
  Dropdown menu allowing users to choose a folder to organize and store the workflow. The default folder is selected initially.

• Workflow Steps:
  Central section where users can add mappings in each step to the workflow.
  Blue circular button: Click to add new mappings to the workflow. Click on the next step to Schedule the workflow.

Step 2: Schedule

In this step, users configure when and how often the workflow should run. They can choose between running the workflow on a schedule or without a schedule (manual trigger). Key fields include:

• Schedule Name and Description for identification.

• Start Date and Time to define when the workflow should begin.

• Time Zone to ensure correct execution across regions.

• Repeat Frequency (e.g., daily, weekly, or non-repeating).

This step ensures workflows are executed precisely when needed.

Step 3: Review & Save

In this final step, users are presented with a summary of the workflow including:

• Workflow name

• Folder location

• All pipeline steps configured

Users can review their settings and click “Save Workflow” to persist the configuration. The saved workflow can be viewed in the manage tab.