Take advantage of Alloy Workflows to automate day-to-day tasks
What is a workflow?
A workflow in Alloy is an automated process that mirrors a series of actions within your organisation. For example, your workflow could send an email every time a job is created. Each workflow is made up of a trigger and one or more actions (also referred to as nodes).
A workflow can be a simple linear design or include one or more branches.
There is no limit to the number of branches or nodes that you can include in your workflow, it depends on the complexity of the workflow that you want to create.
This is an example of a complex, multi-branch workflow.
Branches are effectively executed simultaneously and not in the order that they appear. However, where a branch is dependent on the output of an action from another branch the process pauses until the output is available.
Creating a workflow
You can create a workflow in Alloy using the workflow editor, which provides you with a graphical way to manage a workflow. You can edit workflows to continuously improve processes over time, and Alloy lets you disable workflows temporarily without deleting the configuration.
The workflow module is located as a card in the dashboard. This allows you to access the tools to create new workflows or edit existing ones.
- From the dashboard select the Workflow module
- Select Create workflow.
From this panel you can create one of the following workflow types:
- Event - this allows you to create a workflow that is triggered by an event related to one or more assets, see Create event workflow.
- Schedule - this allows you to create a scheduled workflow for a task or tasks that are triggered at a specified time and date. You can set your schedule to occur either one-time or recurring, to automate ongoing tasks, see Creating scheduled workflow.
When you have completed either type of workflow it is displayed in the workflow editor as a root node, with the details shown in the item details panel on the right.