Create and update a workflow

How to activate the workflows

Procedure:

1. Go to Settings > Company settings.
2. Scroll to the section Workflow
3. In the field Enable Workflow select "Yes". The activation can affect the subscription cost.

How to configure a workflow

Procedure:

1. Go to Settings > Workflow.
2. In the Workflow page, create a new workflow by clicking at the top right of the table Add workflow.

3. In the new page, fill in these fields:

   Field	Description
   Name	Action performed by the workflow. For example “Request operator code” or “Insert Picking Location” or “Print kanban card”, etc.
   Description	Description of the action performed by the workflow.

4. Under Step 1, select the operation to be performed with the workflow: to configure the operations, consider reading the correspoding guides on Manual Operations and Automatic Operations.

5. To add more operations, fill in the Step 2 field and so on.
6. Click Save.

To perform the workflow, configure the related Workflow trigger as explained in the guide Create and update a Workflow trigger, or create a Custom Action to activate a workflow at barcode scan as explained in the guide Create and update a worklist.

Update a workflow

Procedure:

1. Go to Settings > Workflow.
2. Search the workflow to edit in the Workflow page and click on Edit workflow.
3. Edit the workflow according to your needs.
4. Click on Save to update the workflow.

Delete a workflow

To delete a workflow, the triggers related to the workflow have to be removed.

When there are no triggers associated to the workflow, it is possible to delete the workflow following this procedure:

1. Go to Settings > Workflow.
2. Search the workflow to edit in the Workflow page and click on Delete row.
3. Click on Delete to confirm.