Workflow Toolbar

Need Help

If you’re unsure about how to create a Workflow in Infoveave, you can always get assistance by clicking the Need Help button. Upon clicking the button, you’ll be directed to a visual walkthrough on how to create a Workflow.

• Add and link activities Identify and add key activities to your workflow as each activity represents a specific action or process that contributes to the overall workflow objective. Link the activities to establish the sequence in which they should be executed. This step is crucial for creating a structured and efficient workflow within your workflow.
• Edit or reconfigure activity Edit or reconfigure the activities to fine-tune individual activities, update configurations based on changing requirements, and address any adjustments needed for optimal workflow performance. The Edit activity feature is essential for maintaining the relevance and effectiveness of your automation.
• Schedule Workflow Schedule the workflow to define when it will be executed and automate its activation at specified intervals. This step is crucial for managing routine workflows, ensuring timely data processing, and maintaining up-to-date information. The scheduling feature provides control over when the workflow runs, offering convenience and efficiency in workflow execution.
• Save Workflow Save the configured workflow to save the configuration setup, making it accessible for future use and reference. This step ensures reusability, flexibility, adaptability to changing requirements and efficient updates.

Search

The Search Bar at the top-right of the screen allows you to quickly locate any Workflow within the platform. Simply enter keywords related to the name of the Workflow or any part of the content you’re searching for.

Card View

When you click on the Card option in the layout filter, the items are displayed in a card-based view, which is the default layout for organizing Workflows. This layout provides a more visual representation of the Workflows and folders, making it easier to identify and organize items.

List Views

When you click on the List option, the layout changes to a table view, which displays the items and folders in a more detailed, structured format. This layout is ideal for users who prefer seeing data in rows and columns, allowing for quick access to information such as the item name, type, creation date, last update date, and more.

New Folder

To organize your items and Workflows more efficiently, you can create a new folder. Here’s how to do it

1. Click the New Folder button, this will open a popup where you can configure your new folder.
2. In the popup that appears, you’ll be prompted to enter a name for your new folder. Choose a name that helps you identify the folder’s purpose or contents, such as “Reports” or “Financial Data.”
3. After entering the folder name, click the Save button to create the folder. The new folder will appear under Folders section.

Export Workflow

The Export Workflow feature enables users to download a structured file containing all available Workflows within the system. This functionality streamlines data management by providing a comprehensive overview for analysis, reporting, and sharing.

Import Workflow

The Import Workflow option allows users to bring in existing workflows from external sources or other systems. By selecting this option, users can upload workflows that have already been created, ensuring they don’t have to rebuild workflows from scratch.

New Workflow

When you click on the “New Workflow” button, you are directed to a page where you can create and configure a new workflow. The interface is designed to help you build workflows by selecting various activities such as data transformations, file transfers, machine learning transformations, and more, from a list on the left-hand side of the screen.

On the right side, you can define essential details for your workflow, including the Name and Description, both of which are mandatory fields. The page also includes options to configure the workflow’s behavior upon completion, such as whether to continue if the workflow fails or to send a summary upon completion. The layout also features a flowchart-like interface where users can drag and drop activities to design the workflow’s sequence.

Once the workflow configuration is complete, you can save it by clicking the Save button in the top-right corner. This interface provides an intuitive and organized way to define, customize, and manage workflows within the platform.

Filter By Mode

The Filter by Mode option allows users to filter their analysis based on the mode of the data. In this example, users can choose between two modes Draft and Production.