03 March 2025

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: