Tutorial: Use the Workflow Builder
Definition
The Workflow Builder allows you to add, edit, and remove Tasks and connections between Tasks. This editor was designed to be an intuitive drag-and-drop mechanism to visualize and create complex solutions all in the same location.
For information about how to use the workflow builder, click the the question mark icon on the left sidebar.
Usage Instructions
Click on the plus icon then select a language or Template option to add a Task to the canvas.
Click on a Task name to change the underlying Task.
Click & Drag on a Task to move it.
Hover over a Task to reveal the delete button and the new path button.
Click & Drag from the new path button to another Task to create a path.
Hover over a path to reveal the delete button.
Click on a path to change the condition to Success, Errored, or Completed.
Click & Drag on the Canvas to re-position your view of Task.
Ctrl & Scroll on the Canvas to zoom in and out.
Click on a Task shape to edit.
Adding Tasks
When you click on the canvas, or on the sidebar with the + icon, the left pane will update to show Templates and Languages that you can add/create Tasks with.
This section is split into 4 parts:
Code Tasks - which allow you to create a fully custom code task.
Library Templates - Jumpstart development with a library of pre-designed templates that can be customized to meet your specific needs. Templates are built by the technical teams at PMG and they are designed to:
Accomplish a single common action with a single platform (Like
Execute Query, orDownload Sheet to Workflow)Accomplish a complex series of tasks for a common marketing activity (like Social Consolidation, Anomaly Detection, and more)
Require no coding
Client Templates - Templates built and accessible only to that specific client
Clicking the Template/Language you want to use will result in a new Task being added to the canvas. Hovering over a Template/Language will give you more information about how it can be used.
You can always search for a specific Template using the search bar at the top. This will pre-filter the list to what you're looking for.
You can also duplicate Tasks by hovering over the Tasks and clicking the copy icon in the top right corner.
Editing Tasks
When you click on a Tasks, the left pane will update to show the contents of that Tasks.
Clicking on a panel will either expand or collapse its contents. Each panel can be edited independently, and you can switch between multiple panels or multiple Tasks.
During the process of making edits, if any panel's contents are invalid, the number of invalid inputs will be shown directly on the panel. You will also see an error message specifying which inputs need to be updated.
Any unresolved errors will be shown in the Error Bank. This feature shows you all of the fields that need to be updated across all of your Tasks before you will be able to save your Workflow. Each Task name in the Error Bank can be expanded for more details, and the Task name itself can be clicked to navigate directly to that Task.
All changes are "soft-saved" as you work in the Workflow Builder. You can make as many edits as you'd like and these changes will be continue to be shown in the UI as long as you don't leave the Workflow Builder tab or refresh the page. Once you're finished making all of your edits, you must click the Save button officially save all of your changes.