Build a Workflow

The Workflow Builder is used to configure your workflow:

To add or edit a workflow:

  1. Select a trigger from the Workflow Triggers panel.

    Workflow Manager Workflow Triggers

  2. Click the New Workflow button in the Workflow Commands ribbon.

    Workflow Commands ribbon New Workflow

    Alternatively, select an existing workflow, and then select Edit Workflow from the New Workflow drop-down.

    Workflow Commands ribbon Edit Workflow

    The Workflow Builder screen is displayed.

    Workflow Builder screen

    The Workflow Builder screen consists of five main sections where you can configure the workflow:

    • Toolbox - the activities that can be included within a workflow
    • Designer - to build and order the sequence of your workflow
    • Properties - to define the properties of each activity
    • Warnings - notifications about the activity
    • Xaml - to view and edit the xml code for each activity

    The following video provides an example of how a workflow can be used with REST Services to update learner data:

    Workflow video

Note: Refer to Use a Workflow to Update Learner Details for online documentation describing the steps featured in this video.

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