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How-To: Set Up a New Workflow

Overview

Workflows allow you to take apps to a whole new level. Instead of scheduling each app in your workflow, you can set them up to run in a sequence. Once the previous app has completed, the next one in your workflow will start running. This helps you automate a series of tasks that need to happen in a specific order.

Instructions

  1. From the left-hand side navigation, select Marketplace. This will show all of the custom apps that are currently set up for the selected customer. 

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  3. Select any templates to see a description, when it was last updated, how many active installs it has across Marketplace, as well as any prerequisites or set-up instructions.

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  4. Click the Install App blue button. This will now take you through the typical workflow of filling in data or information required by the template, setting it up on a schedule, and naming your app. 

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  5. Instead of setting up a timed schedule, select After Another App and use the dropdown to select the app you would like to “trigger” off of (ie the app that will run before this app)



  6. Once you have completed your inputs, you can either Save or Save and Run your app. Save and Run will kick off an immediate execution of the app, and you can QA the app while it is running, or after it is completed using the instructions found in How-To: QA your app, or Save will save your inputs, and your app will run at the next scheduled time you set up in your schedule.


  7. This will set up a new workflow. You will be able to find this workflow under My Apps from the left-hand navigation and Workflows from the top-hand navigation.

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  8. Selecting Edit from the three buttons on the right-hand side of a workflow will take you to the workflow details page, where you will be able to edit the name and apps if necessary. 

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