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.

   

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

   

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

   

   The Tribal Workflow Builder screen is displayed.

   

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

• Designer canvas - contains the Sequential Workflow container where you can build and order the sequence of your workflow
• Activity panel- the activities that can be included within a workflow, including:
  • Microsoft - contains all the Microsoft standard workflow activities
  • SQL - Structured Query Language (SQL) workflow activities
  • Tribal Generic - Tribal workflow activities
  • K2 Activities - K2 workflow activities
• Panel properties - defines the properties of each activity

The buttons in the Tribal Workflow Builder are described in the following table.

This button	Does this...
File	The File button displays the following options: Page Setup - displays the Page Setup window Print Preview - displays a print preview of the workflow Print - displays the print window Exit - exits the Tribal Workflow Builder
Workflow	The Workflow button displays the following options: Expand - expands activities within the Sequential Workflow container Collapse - collapses activities within the Sequential Workflow container Zoom Levels - displays the zoom level Navigation Tools - displays the navigation tools
Print	Displays the Print window.
Zoom In	Displays a magnifying glass icon enabling the user to zoom in within the Sequential Workflow container.
Zoom Out	Displays a magnifying glass icon enabling the user to zoom out within the Sequential Workflow container.
Print Preview	Displays a print preview of the workflow.
Zoom Level	The zoom level.
Pan	Toggles the display to fit to screen or workflow size.

The Designer canvas section of the Workflow Builder contains a Sequential Workflow container that stores the activities included in your workflow.

3. To add activities to a workflow, select the relevant activity from the Activity panel and drag and drop it into the Sequential Workflow container.

   

   You can copy, cut, paste or delete activities from a sequence by right-clicking the item and selecting from the drop-down list.

   

   You can also re-order the workflow items by dragging and dropping between the sequence arrows as required.

4. To set the properties of an activity, select an item from the Sequential Workflow container and adjust the relevant fields in the Panel properties.

   

5. Click Ok to save and exit the Tribal Workflow Builder.

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