Custom Orchestrate Workflows

  • Updated on Dec 9, 2025
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You can create custom business rules using the Workflow feature in the Orchestrate module, and register and run them as Events in Construct Preview.

A custom workflow is a set of tasks executed by Orchestrate, which can be scheduled, run manually, or, in the case of Construct Preview, triggered by an event with the required business rules. The workflow can include Tasks such as SQL tasks, email tasks, address cleansing, data replication, match job executions, and data quality job executions.

A custom workflow is assigned to an event that is tied to a business rule and runs in the background. These workflows are of the Custom type. Refer to Workflows for more information.

Note

Other types of events in Construct Preview leverage the Orchestrate module to execute events in the background, where system-generated workflows of the Construct type are created in the Orchestrate module. These workflows are automatically created based on the event configurations.

You can configure variables for the workflow, which are passed in on the execution of the workflow to create parameters for a specific record. Refer to Set Variables on a Workflow in the Orchestrate online help for more information.

Register a Custom Orchestrate Workflow as Part of an Event

Note

Ensure that you have created a custom Orchestrate workflow before you register it as an event.

  1. On the Construct Preview’s home page, edit the required WebApp.

  2. Access Pages > Your Page > Grid or Form > Events in the Tree Navigation panel.

  3. If you want to create a new event, click Add Event. Refer to Register an Event for more information.

  4. Click an existing event child node and click More Options (…) > Add Orchestrate Workflow. The Details Pane is updated with the Orchestrate Workflow fields.

  5. Enter the fields/properties listed in the following table as required using either form-based UI or Advanced mode:

    Field Name

    Description

    Supported Values/Notes

    Workflow Name
    required

    Name of the custom Orchestrate workflow to execute. Refer to Workflows and Tasks for more information.

    Select a custom orchestrate workflow name.

    Workflow Description

    Description or purpose of the event task

    Enter a description within length constraints. maxLength: 2000 

  6. Click Save.

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