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This article explains the functionalities of each tab that you can find on the left sidebar when navigating to the 
Workflows menu.
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Campaigns and General workflows
The Campaign tab lists all the configured campaigns and workflows included
This is the page that opens automatically when you enter the Workflows menu.The General workflows tab lists all the configured general workflows
The list under both tabs provides the following information:
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DESCRIPTION
Name
Name of the campaigns (applicable to Campaigns only)
Name of the workflows with their statuses
Event type
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- trigger of the workflow
Priority
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of the workflow
The list of Campaigns is extended with additional columns:
Number of participants
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- number of customers affected by the workflow
Distributed bonus points
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- number of points added to all customers affected
Distributed points percentage - the percentage
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of the available points that have already been added to customers
Only applicable
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to campaign workflows where a bonus point limit is configured in the campaign settings.
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Filters
The ‘Filters’ button on the top right-hand side of the page opens the Status filter panel that helps you view only the active or the inactive workflows. Tick the checkbox of the workflow status (inactive or active) that you need to list, and click ‘Apply’. You can use the ‘Reset’ button to undo status filtering.
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Workflow actions
If you click the hamburger icon of any workflow (let them be general workflows or campaign workflows) you’ll find 3 5 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 come back anytime to make changes after the workflow has been saved for the first time.
Click ‘Log’ to check the history of the triggered workflows executions
Click ‘Running workflows’ to see the workflow executions that are currently paused
Click ‘Clone’ to duplicate the workflow
In the popup window select to which campaign should the workflow be added or if you’d like to create it as a general workflow.
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Campaign actions
Campaigns have additional action buttons that operate on the campaign level.
- Start all - activates every workflow in the campaign at once
- Stop all - inactivates every workflow in the campaign at once
- Edit campaign - click the icon to check and/or modify campaign settings
- Add workflow - click this icon to create a new workflow within the campaign
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Errors
The Errors tab opens up to a list of the errors in chronological order (newest first) that have been registered. You can find the following information in the list:
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DESCRIPTION
Workflow
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affected with a hyperlink to the workflow editor
Customer
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affected with a hyperlink to the customer page
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Triggered by
Trigger of the workflow
Timestamp
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- error registration date
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Time
The time between the trigger of the workflow and the error registered
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Use the search bar on the top to search for specific log items. The ‘Details’ button links to the dedicated log item in the Workflow logs with the details of the error.
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Settings
You can find a Settings tab on the sidebar of the Workflows module to define general settings that affect all the workflows you create.
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Queue batches
Define the number of async queue batches, indicating how many 'On a date' batches will run simultaneously.
Parallel workflows can enhance performance and reduce the time of workflow executions. The maximum number is 10.
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Finalizing this setting requires a service automation modification. If you are planning to change this setting, please contact our Service Desk for assistance. |
Show option values
Check the Show option valuesbox to display entity identifiers next to the value options within workflow nodes.
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Sidebar action buttons
You can find two action buttons on the left sidebar under the tab items.
Create new campaign
Create new general workflow
In the next article, we give you detailed information about how to create campaigns and workflow.
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