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Using Workflow

Last updated

Jan 8, 2020
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A list of articles about using and configuring Workflow.

To learn about the basic steps for building, running and troubleshooting workflows, see Get Started with Workflow.

Add a workflow template
Describes how to install a workflow template to your instance of Workflow.
Approve or reject approval tasks in Workflow
Describes how to find out whether there are pending tasks waiting for your approval and how to process an approval request.
Assigning users Workflow access permissions
Describes how an administrator assign users Workflow access permissions
Edit a Workflow
Describes how to edit the flow of tasks in a workflow and configure the parameters of a task.
Configure the settings of a workflow version
Describes how to configure the triggers, notifications, execution priority, and input field mapping for a workflow
Monitor and troubleshoot a workflow
Describes how to monitor the workflow runs and tasks and how to troubleshoot
Direct File Input in a Workflow
Describes how to attach a file to a workflow for data processing.
Integrate Workflow with Other Zuora Products
Describes how to integrate Workflow with other Zuora products
Enable alert notifications for workflow failures
Describes how to enable alert notifications for workflow failures globally or for a specific workflow
Examples of using HMAC authentication in a callout task
Two examples of using HMAC authentication in a callout task
Export and import a workflow
Describes how to export and import a workflow.
Global constants of Workflow
Describes how to define, manage and reference global constants.
Make API Calls to Salesforce from Workflow
Describes how to make callouts to Salesforce using the callout task in Workflow.
Manage access permissions for Workflow
Describes how to manage access permissions for Workflow.
Run a Workflow in Responsive Mode
Describes the synchronous mode of workflow and how to use the synchronous mode.
Trigger a workflow via callouts
Describes how to trigger a workflow via callouts.
Use Data Query to report on Workflow
Describes how to use Data Query to report on workflow versions and runs.
Use Liquid expressions in Workflow
Example Liquid expressions that can be used to filter and transform data in Workflow.
Use Workflow APIs
Introduces the available Workflow APIs and how to call these APIs.
Workflow and Task Metrics
Explains the workflow and task usage metrics available in a Workflow instance.
Workflow Maintenance Utilities
Describes the maintenance actions you can perform to your Workflow instance
Workflow versioning
Describes how to manage your workflows with version control.
Zuora login of Workflow
Describes how to change the authentication credentials that Workflow uses when running workflows in your Zuora tenant.