Workflow Manager

Workflow Manager enables you to automate repeatable processes that, when triggered, action a sequence of activities.

It is supplied with a number of inbuilt workflows and allows you to create your own bespoke workflows.

A typical workflow structure includes the following sequence of activities:

• Gather information and establish the process
  • Convert data types for provided arguments (for example: an argument might be provided as a string but is required as an integer)
  • Set up the required global variables (for example: for errors and warning messages in validation)
• Execute a SQL command to retrieve information from the database
• Establish whether there is data to process (for example: an 'if' statement for returned data or a process for each row in turn)
• Carry out the required process (for example: send an email or SMS message, or add to a list of messages, that will be subsequently output for validation)
• Include error or issue handling, if required

This online documentation describes how to do the following:

• Configure Workflow Manager
• Use the Workflow Manager ribbon
• Build workflows
• Manage workflows
• Manage workflow triggers
• Manage tracking information
• Use workflow activities

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