Workflows is where all the flows created in your Connectif account are stored. Via this screen you can access and manage your various strategies as well as create new workflows and start those that are ready.
How to access it
You can access the Workflows interface through the login button on your account.
Interface
The main interface of Workflows is made up of four blocks:
1. Creation, priority, search and filtering: to create a new workflow, sort existing flows by priority, and locate or screen the results shown in the list.
2. Selection, duplication, export and deletion: to select/deselect all workflows and duplicate, export or delete the selection.
3. Workflow folders: to organize workflows by folders and subfolders.
4. Workflow list: to browse workflows. It shows all the existing content by default and, when using the filters, the resulting selection. Each of the workflows listed will present some options, depending on the state they are in:
- Edit: to design a workflow. In flows that are in draft form, which you need to finish creating in order to activate them.
- Start: to start a workflow. In flows that are in draft form and do not contain incidents.
- Finalize: to end a workflow. In flows that have been initiated.
- Live view: to see the statistics of a workflow. In workflows that are finalized and already have data to show, also in active workflows.
How it works
Workflows shows all the flows created in the account by default. Browse its interface or use one of the search features to find the workflow you want to access.
Use priorities and folders to organize your strategies, export them or create a new one through templates, a blank workflow, or by importing an existing workflow.
1. Create a new workflow
There are several options for adding a new workflow to your account:
1.1. Create a blank workflow
In the creation area (1) click Create new workflow.
On the next screen, click Create blank workflow.
1.2. Create a workflow from a Connectif template
In the creation area (1) click Create new workflow.
On the next screen, in the workflow template directory, you’ll find groups of workflow templates that you can use as a basis for your strategies.
1.3. Duplicate an existing workflow
In the list of workflows (4), locate the flow you want to duplicate, hover over it and check the checkbox to select it.
In the selection and duplication area (2), click (Duplicate).
Once duplicated, a success message will be displayed in the list of workflows (4) and the duplicate flow will first appear with the badge [1].
2. Edit an existing workflow
In the list of workflows (4), locate the flow you want to activate and click More and Edit.
When you click on Edit a workflow, you’ll access the workflow editor where you can continue with its configuration.
3. Start a workflow
In the list of workflows (4), locate the flow you want to activate and click Start.
4. Importing and exporting a workflow
Connectif allows you to export a workflow to a file for sharing later. Once exported, it can be imported to any Connectif account.
When exporting a workflow, the content and forms it contains will also be exported.
4.1. Export a workflow for later use
In the list of workflows (4), locate the flow you want to export, hover over it and check the checkbox to select it.
In the selection and duplication area (2) click (Export).
When exporting, a download will start with the export file in “.cn” format and a success message will be displayed in the list of workflows (4).
4.2. Importing an existing workflow
In the creation area (1) click Create new workflow.
On the next screen, click Import workflow.
Select the file in “.cn” format from your computer to start the import or drag it directly to the Import workflow area. Once imported, the workflow will be created as a draft and will open automatically.
5. Delete a workflow
In the list of workflows (4), locate the flow you want to delete, hover over it and check the checkbox to select it.
In the selection and duplication area (2) click (Delete).
In the alert message that will be displayed, click Delete workflow to confirm the deletion of the Connectif workflow.
Once deleted, a success message will be displayed in the list of workflows (4).
6. Pause a started workflow
In the list of workflows (4), locate the flow you want to pause and click More and Pause.
A paused workflow can be resumed at any time.
7. End a workflow
In the list of workflows (4), locate the flow you want to complete and click Finalize.
A finalized workflow can be duplicated but it cannot be restarted.
8. View workflow statistics
8.1. View statistics for an active workflow
In the list of workflows (4), locate the flow you want to review and click More and Live view.
8.2. View statistics for a finalized workflow
In the list of workflows (4), locate the flow you want to review and click Live view.
9. Prioritize workflows
In the creation area (1) click Establish priority.
On the next screen, under Workflow priority, you can set the order in which your workflows are executed.
10. Organize workflows by folders
In the Workflow Folders area (3), click on Folders to display the full view of your workflow folders.
In this mode, you can expand folders that, in turn, contain other folders inside. You can easily add and delete folders and organize your workflows in just a few steps with the 'drag and drop' tool.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Workflow template directory, to add actions previously tested by our specialists to your account.
- Folders in workflows, to keep your workflows organized.
- Workflow priority, to classify workflows in order of importance.
- Workflow editor, to learn how to use Connectif's workflow creation feature.