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Configure the settings of a workflow

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Configure the settings of a workflow

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You can configure workflow-specific settings in the Settings tab of a workflow. 

Available settings include execution priority, triggers, notifications, and input parameters. If API callout is selected as a trigger, the API endpoint and token are also displayed in the Settings tab. 

workflow_config_settings.png

Execution priority

In the Execution Priority section, you can select the priority of this workflow relative to other workflows in the same Workflow instance. 

Higher-priority workflows take precedence over lower-priority workflows. When a workflow of higher priority is initiated, it will be placed ahead of lower-priority workflows that are running. Depending on the available resources, lower-priority workflows may be paused until resources are released. 

If you set all workflows to High, the execution sequence will not change as they are the same priority. Zuora recommends that you set high priority only for important workflows that need to be run without delay.

Workflow triggers

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 integrate with the Configurable Payment Retry feature or the Collections Window feature in Collect.
  • Scheduled - The workflow will run based on the configured schedule. If this option is selected, configure the running schedule in the Schedule Config section. 

API callout information

Note down the callout URL and API token displayed in the Callout Config section. If you intend to integrate Workflow with Configurable Payment Retry feature or the Collections Window feature of Collect, you need the URL and API token for system integration. See Set Up the Configurable Payment Retry Feature or Set Up the Collections Window Feature for more details.

Notifications

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

Input parameters

In the Mapped Input Fields and Params section, define the mapping between data fields in callouts and corresponding data fields in the workflow. When a defined parameter is passed via callout, it will be recognized by the workflow. In the workflow, the passed-in parameter is referenced by in the format of Data.<Object>.<Field>.

For example, if you define the following pair of input and workflow fields.

Callout Field Name Object Field Name Datatype
paymentId Workflow paymentId Text

You can reference this parameter using this Liquid statement.

{{Data.Workflow.paymentId}}

Click the add icon to add a new pair of data fields, and click Update to save the fields and parameters that you enter.