Setting up Workflows

Workflows can be used to simplify/automate regular periodic tasks.

The workflow utility can be found under the automation section.

Click on the + new workflow button to start creating a new workflow job.

First, you will want to give the workflow a unique name, this can be used as a template to build onto another workflow later if you choose to create another workflow.

Once you have your workflow name you can choose what your first workflow task will be, the ‘Job types’ drop menu displays all of the current options that can be included in your workflow. After selecting the job type you can then configure the job parameters for that specific job in the workflow and click on ‘+ Add to Workflow’ to start adding jobs into the workflow.

When you have all of your job types selected for your workflow there will be a few more options/specifications you will be able to make for each of your selected job types.

Towards the right of your job types, you will see a drop menu where you will be able to select whether or not the job will run based on the previous job type in the job order stack.

More specific options based on job type will also be available by clicking on the gear wheel icon.

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