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Viewing workflows

See a workflow's actions and properties​

Browse or search the workflows within your Alloy customer project and then select one to view its details. You can see its sequence of actions, its trigger properties and whether it's Enabled for use.

Some workflows are provided with Alloy (e.g. Close Project). Others are included in optional modules (e.g. Create Customer Invoice in the Finance module). However, most of the workflows you see were probably created by your colleagues!

Select a workflow​

To list available workflows in the Search panel, open the Workflows dashboard card and select Workflows.

Alternatively, select Search in the right panel menu and choose the Workflows category (select to clear the previous search if necessary). You can then search by keyword or scroll the list of available workflows.

Select a workflow to view its details.

Using the Workflows dashboard card to list workflows in the Search panel

Workflow properties​

The workflow's action sequence appears over the map area, showing which actions will be performed and in what order. The root node at the start of the sequence indicates the type of workflow, with trigger icons displayed for event workflows.

How the root node looks for each workflow type
Trigger icons

These indicate which triggers are enabled on an event workflow, for items of the configured design/interface.

  • ​ Listen on create - whenever an item is created.

  • ​ Listen on update - whenever an item is edited and saved.

  • ​ Listen on delete - whenever an item is deleted.

The root node is selected by default, which displays the workflow's properties in the right panel. Use the tab bar to switch between these tabs:

  • General (default) - see if the workflow is Enabled and which days it will or won't automatically trigger on.

  • Failure notification - see who'll be informed if the workflow fails and details of any previous failures.

  • Logs - see what happened each time the workflow ran previously.

  • Triggers - see the conditions that determine when and how the workflow will run.

To change any of the workflow's properties, see Editing workflow properties.

A selected workflow's action sequence and properties

Action attributes​

Select any action in the workflow to view its attributes in the right panel. For guidance on adding and configuring actions, see Building a workflow.

The properties of a selected action in the workflow