Contents x
      Workflow module tabs
      • 2 Minutes to read
        Contents

        Workflow module tabs

        • 2 Minutes to read
          Article summary

          This article outlines the functions of each tab located on the left sidebar when accessing the Workflows menu.

          Campaigns and General workflows

          • The Campaign tab displays all configured campaigns and included workflows. This page automatically opens when accessing the Workflows menu.

          • The General workflows tab lists all configured general workflows.

          The lists provide the following information:

          Name

          • Campaigns: Name of the campaigns

          • Workflows: Name of the workflows with their statuses

          Event type

          Trigger of the workflow

          Priority

          Priority of the workflow

          Number of participants
          (campaigns only)

          Number of customers affected by the workflow

          Distributed bonus points
          (campaigns only)

          Number of points added to all customers affected

          Distributed bonus percentage
          (campaigns only)

          The percentage of the available points that have already been added to customers. Applicable to only the campaign workflows where a bonus point limit is configured in the campaign settings

          Filters

          The Filters button on the top right-hand side of the page opens the Status filter panel, allowing you to view only active or inactive workflows. Check the box corresponding to the workflow status (inactive or active) you wish to list and click Apply. You can use the Reset button to undo status filtering.

          Workflow actions

          If you click the hamburger icon of any workflow (whether it’s a general workflow or campaign workflow), you’ll find five options:

          • Click Edit to open the workflow editor

          • Click Settings to update workflow settings

          These two buttons navigate you to the Workflow or Settings tab of the selected workflow, where you can return anytime to make changes after the workflow has been saved for the first time.

          • Click Log to check the history of the triggered workflow executions

          • Click Running workflows to see the workflow executions that are currently paused

          • Click Clone to duplicate the workflow. In the pop-up window, select to which campaign the workflow should be added, or if you’d like to create it as a general workflow.

          Campaign actions

          Campaigns have additional action buttons that operate on the campaign level.

          • Start all: The play button activates every workflow in the campaign at once

          • Stop all: The stop icon deactivates every workflow in the campaign at once

          • Edit campaign: Click the pencil icon to check and/or modify campaign settings

          • Add workflow: Click the + icon to create a new workflow within the campaign

          Errors

          The Errors tab opens the list of registered errors in chronological order (newest first). You can find the following information in the list:

          Workflow

          Name of the affected workflow, which is clickable to access the workflow editor

          Customer

          The affected customer, with hyperlinks leading to the respective customer page

          Triggered by

          Trigger of the workflow that caused the error

          Timestamp

          The date when the error was registered

          Time

          Duration between the trigger of the workflow and the registration of the error

          Use the search bar at the top to look for specific log items. Clicking the Details button will direct you to the corresponding log item in the workflow logs providing more information about the error.

          Settings

          You can locate the Settings tab on the sidebar of the Workflows module. This tab allows you to define general settings that will impact all the workflows you create.

          Queue batches

          You can specify the number of async queue batches, determining how many On a date batches will run simultaneously. Running parallel workflows can improve performance and decrease the duration of workflow executions. The maximum allowed number is 10.

          📓

          Completing this setting adjustment involves modifying a service automation. If you intend to change this setting, please contact our Service Desk for assistance.

          Show option values

          Enable the Show option values checkbox to reveal entity identifiers alongside the value options within workflow nodes.

          You can find two action buttons on the left sidebar under the tab items:

          • Create new campaign

          • Create new general workflow

          In the next Workflow configuration article, we provide detailed information about how to create campaigns and workflows.

          What's Next