Workflow Builder

Workflow Builder allows you to group Processes or Workflows together into a single workflow which can either be submitted for execution manually through Process Builder, or can be configured to respond to an event.

Some Examples of Workflow Use

Example	Workflow
Interface file received from Oracle Retail.	Load Data --> Aggregate Data --> Model Data --> Generate Fixed Reports --> Generate and Email reconciliation reports.
Submit Data from Excel	Aggregate & Model Data --> Consolidate System --> Generate an interface file to Oracle Hyperion Financial Management
Refresh Cube	Load structures and data from a relational Star Schema --> Aggregate Data --> Model Data --> Email Users letting them know.

Workflow Builder, View Mode

Workflow Builder Window consists of the following important panes, when in Viewing Mode:

Pane	Description
Workflow	List of available Workflows
Processes	List of Processes or other Workflows assigned to the selected Workflow
Information	Information about the selected Workflow and its Lock status.

Workflow Builder, New Mode

Workflow Builder Window consists of the following important panes, when in New or Edit Workflow Mode:

Pane	Description
Workflow	List of available Processes and Workflows
Processes	List of processes assigned to the Workflow
Information	Information about the selected Workflow and its Lock status.

Workflow Builder Controls

Control	Description
	Refreshes the list of available workflows.
	Change Workflow Builder to New mode
	Deletes the selected workflow, honors the prevent accidental deletion lock.
	Generates an execution plan for the selected Workflow
	Changes the Workflow Builder to Edit mode
	In New / Edit mode Processes can be removed from the workflow by dragging them into the bin.

Submission

Workflows are submitted to the Process Manager for execution via the Process Builder Window.

Workflows are automatically added to the Workflows virtual folder.

Hint: Many Processes and Workflows could have similar names. When defining Processes and Workflows, consider adding a (PR) and (WF) suffix to easily distinguish between them in the Process Builder window.