Workflows
  • 21 Mar 2024
  • 2 Minutes to read
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Workflows

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Article summary

A workflow represents a series of tasks that are executed in a particular order and can be run either manually or automatically based on a defined schedule. Workflow scheduling for orchestration tasks and for data quality implementation, rule and term assets is available from within Orchestrate.

Easily create workflows to schedule multiple tasks with dependencies and view whether an item is part of a scheduled workflow.

Create a Workflow

To create a workflow:

  1. Verify you’re in the Orchestrate module of Syniti Knowledge Platform
    Or
    Select Orchestrate from the Home menu to navigate to the Orchestrate module of the Syniti Knowledge Platform.

  2. Click the Create workflow button.

For details about a specific field, hover over the Help icon.

For more information about workflows, click the Page help icon on the Site menu.

Edit a Workflow

To edit a workflow:

  1. From the Workflows tab of the Orchestrate module, click the edit icon on a workflow in the grid
    Or
    Choose Edit from the More actions menu at the top right of the Workflow Overview page.

  2. Click the Save button to save changes made to the workflow.

For details about a specific field, hover over the Help icon.

For more information about workflows, click the Page help icon on the Site menu.

Tasks

Workflows can contain one or more tasks that are either executed in parallel or based on completion of a dependent task. Refer to Tasks for more information on adding tasks to a workflow.

Post-execution Tasks

Workflows can contain one or more post-execution tasks that are set to run based on the status of the workflow. The status of the workflow is determined based on the result of the execution of workflow tasks. If post-execution tasks exist on the workflow, they run based on the workflow status after the tasks have been executed. For example, a post-execution task can be set with a Workflow Status Conditional of Error. If the execution of the workflow tasks results in a status of Error, the post-execution task runs. One or more statuses can be selected for the Workflow Status Conditional.

Refer to Tasks for more information on available task types.

Set Variables on a Workflow

Workflow variables are used when a specific variable value should be passed into the workflow tasks to parameterize the task execution. For example, a button is added to the Construct page on each row, which calls an Orchestrate workflow. Set the workflow variable with the same variable name as a column on the Orchestrate page and set the desired value for that variable. When the Orchestrate workflow is executed, that value is then set for the variable based on the matching column row value on the Construct page.

At workflow execution time, the following variables can be assigned:

  • values from the current row

  • drill/shared criteria

  • environment variables, e.g., (boaEvent, boaPageName, boaWebappName, boaTable, boaUserEmail)

To set variables on a workflow:

  1. Navigate to Orchestrate in the Syniti Knowledge Platform.

  2. Click the Create workflow button to create a new workflow

    Or

    Click the Edit icon on a workflow in the grid.

  3. Enter the name and default value of the variable in the Name-Value Pair fields.

  4. Click the + icon to add the Name-Value Pair to the workflow. Multiple variables can be added to a workflow.

  5. Complete any additional workflow setup or edits.

  6. Click the Save button.


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