Configure a Workflow

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Configure a Workflow

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For a workflow, you can configure the execution priority, triggers, notifications, and input field mapping. 

Complete the following steps to configure a workflow:

  1. Open the editing page of a workflow.
  2. Select the Settings tab. 
    workflow_settings.png
  3. In the Execution Priority section, select the priority of this workflow relative to other workflows in the same Workflow instance.
    When a workflow of higher priority is initiated, workflows of lower priorities that are running will be paused until the higher-priority workflow completes. Workflows of the same priority that are running are not affected.  
  4. In the Workflow Triggers section, select the triggers for the workflow. 
    • On Demand - The workflow will run when manually initiated.
    • Callout - The workflow will run upon an API callout. This option must be selected to work with the Configurable Payment Retry feature in Collect.
    • Scheduled - The workflow will run based on the configured schedule. 
  5. If Scheduled is selected in step 4, configure the running schedule for the workflow in the Schedule Config section. 

  6. Optional: Note down the callout URL and API token displayed in the Callout Config section. If you use the Configurable Payment Retry feature or the Collections Window feature of Collect, you need the URL and API token to configure retry logic details. See Set Up the Configurable Payment Retry Feature or Set Up the Collections Window Feature for more details.

  7. In the Workflow Email Notifications section, configure the events upon which you want to receive notifications and enter the email addresses for receiving notifications.

  8. Optional: Define the mapping between data fields in callouts and corresponding Zuora data fields, so that parameters passed via callout can be recognized by the workflow.

    • You define the parameter mapping in the Mapped Input Fields and Params section. Click the add icon to add a new pair of data fields, and click Update to save the fields and parameters that you enter. 

    • If you use the Configurable Payment Retry feature of Collect, you need to define two input fields.
      Setting Value Value
      Callout Field Name paymentId accountId
      Object Workflow Workflow
      Field Name paymentId accountId
      Required Does not have to be enabled Does not have to be enabled
      Data Type Text Text
      Default Leave blank Leave blank
    • If you use the Collections Window feature of Collect, you need to define this input field.
      Setting Value
      Callout Field Name paymentId
      Object Workflow
      Field Name paymentId
      Required Does not have to be enabled
      Data Type Text
      Default Leave blank
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