Configure a Workflow

Key Concepts

• Security
• Archiving
• Exporting/importing

Autogenerated Transcript

In our last video, we walked through the Catalytic platform and created our first Workflow.

Before building and adding our first action, we’re going to walk through our Workflow builder to further baseline ourselves with Catalytic.

If we want to go back to the previous page, we can click on the back to Workflow breadcrumb in the top left of our Workflows name.

This will bring us to a process page where we can view our insights and data as well as started an instance manually.

If we want to go back to the Workflows tab, we can navigate directly there from the top left.

But let’s get back into our Workflow builder by clicking on open builder.

Before we get into our Settings page, let’s first go over these icons on the right real quick.

The far left is just our standard view of our Workflow.

This middle icon allows us to view our flow in a flowchart view whenever we have actions that are actually added.

And then the right one allows us to toggle this fields toolbar on the right side.

So we can choose whether or not we want to view all of these fields at this time.

Now under the ellipses next to create a new version, we have Version Control and our settings.

Version Control allows you to create a new version of your Workflow and test it while your main flow is unedited and in production.

Once finished, you can choose which version to publish, and you can always refer back to a previous version.

Back under the ellipses though, we’re just going to click on the settings.

This brings us to our Workflow settings page.

Here you can rename your flow, add or change the description, organize it with a category and set who the owner is.

Additionally, you can view if there are any other Workflows referenced in your main flow and control the security under security settings.

Those are the correct permissions can define who can edit, find and start a Workflow, as well as set permissions on new fields added and even create a data retention policy that will delete data from this Workflow after a set number of days.

Workflows can also be exported and imported into different environments.

And lastly, we have the ability to archive our Workflow and make it so that it won’t appear on our Workflows tab.

However, it will still be possible to search for it.

Now that we baselined ourselves on Catalytic and know how to navigate we can get into adding our first actions into this Workflow, which will be covered in our next video.

Thanks for tuning in.