📘

Workflows Page


The workflow page provides you a comprehensive look at how the Reach Engine workflows are running in the system. From this page you are able to view state and status and drill into workflows to gather relevant information.


Workflow Page Overview

  1. Workflow Page Icon: Highlighted to help signify what page the user is on.
  1. Advanced Search: Allows users to select which Statuses, types, and narrow displayed workflows.
  1. Search Bar: Google-style search, selecting filter icon opens/closes Search Tab, Star Dropdown shows saved and shared searches.
  1. Sort By: Allows User to sort their displayed workflows.
  1. Workflow Action Bar: Allows users to play, pause, or abandon a workflow, displays total amount of workflows in current search criteria, and displays the selected amount of workflows.
  1. Workflow Display: Allows Users to select individual or multiple workflows to view or run actions on, turn off/on Auto Refresh, select the number of assets displayed in a page, type in the desired page, or use arrows to navigate to previous/later pages.
    1. Article: How to drill into workflows to identify fails or other issues
  1. Workflow Inspector Panel: This allows the user to see details on the selected workflow or a list of workflows selected (if the user has selected multiple).

Sort and Filter Workflows

You can filter the workflow list by clicking in the Search Term field. A Search modal opens to refine your search.

View Workflow Details

Select a workflow from the list to display that workflow's subflows and steps in the middle column. The right column displays details about the workflow (such as status, start date, and execution label) and context data defs associated with the workflow. If you select a subflow in the middle column, the right column displays details about the subflow.

Resume / Abandon a Workflow

If a workflow stalled, failed, or paused/abandoned, you can choose to abandon or resume the workflow. Select the failed workflow, select the workflow Actions menu then choose either Abandon or Resume

(available if the chosen workflow was stalled or paused/abandoned). You can also resume a workflow by clicking the play button to the right of the workflow name in the workflow list.

To abandon or resume multiple workflows, press and hold the Shift key while selecting workflows then select the Abandon/Resume icon at the top right of the workflow status list. When multiple workflows are chosen and resumed, if some workflows cannot be resumed, they are skipped but all others are resumed.

By choosing to abandon paused, stalled, or failed workflows that you don't need to track, your workflow dashboard stays clean.

Workflow Information

The right curtain on the Workflow page allows admin and workflow authors to view in-depth information about workflows. To view these details, select a workflow row by clicking somewhere in the row other than the Name. When you select the Name, it opens the Single Workflow View.

Single Workflow View

Click the workflow Name link or double-click a workflow row to open it in Single Workflow View. From this view, child workflows are listed. Select a row to display the child's information in the right curtain. To dive further into a child's details, click the Name or Children link or double-click a row.

Use the buttons in the upper left to resume, pause, or abandon a step or subflow.

Download Content from the Workflow Interface

Some workflows produce downloadable content. From the Workflow Status page, any workflow with downloadable content displays a download icon, which allows you to download the content directly from the Workflow Status page. Click the download icon on any row that contains downloadable content.