Configure a Workflow

Knowledge Center > Workflow > Using Workflow > Configure a Workflow

Configure a Workflow

Table of contents
No headers

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. For important workflows that need to be run without delay, set a higher priority.
    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. Note that if you set all workflows to High, the execution sequence will not change as they are the same priority. 
  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 callouts can be recognized by the workflow.

    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. 
Last modified

Tags

Classifications

(not set)