Starting Workflows

There are three main ways to start a workflow:

1. Timer based Workflow - World of Workflows comes with a comprehensive scheduling system allowing you to run workflows at times that suit you.
2. Http Based Workflow - Using the Http Activity, you can start a workflow by calling a URL that you create.
3. Data Instance based workflow - Using the Object Instance Trigger activity, you can start a workflow from the Object Edit Screen.

These are described below:

Timer Based Workflow

1. Start by creating a New workflow
2. Click Start and choose the Timers category and the Cron activity.
3. Configure the Cron activity to run at the time you want the workflow to run. This is done using a Cron Expression. You can find examples of these here
4. Click Save

Now your workflow will run at the time you specify.

Http Based Workflow

1. Start by creating a New workflow.
2. Click Start and choose the HTTP category and the HTTP Endpoint activity.
3. Give the activity a path (a relative url, such as /runMe), and select a method (you should use GET if you wish to run the workflow from a desktop shortcut).
4. Select Read Content if you wish to use data sent as a part of this request later in your workflow.
5. Click Save

Now, whenever you navigate to the URL you specified, the workflow will run.

Remember The path (URL) is case sensitive!

Note: In Personal Edition, you may need to run this from a new InPrivate or Incognito session in your browser.

Data Instance based workflow

1. Start by creating a New workflow.
2. Click Add Activity and choose the Data category and the Object Instance Trigger activity
3. Right Click and Choose Edit
4. Select the Type you wish to trigger the workflow from. This could be a Customer type if your database contains a list of customers.
5. Click Save

Now, whenever you open an instance of the Type specified, this workflow will appear in the workflow tabs.

Admin-> Types -> [Type Name] -> [Instance Name] -> Workflows

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