v26.01: Managing Workflows

Building a workflow involves a structured process from creation through execution. This section guides you through each step of the workflow development lifecycle:

• Creating a New Workflow: Establish the workflow container with name and description.
• Adding to Favorites: Mark frequently used workflows for quick access.
• Editing Workflow Properties: Update workflow metadata as needed.
• Adding Nodes: Build the data pipeline by adding and configuring nodes.
• Publishing Workflows: Save all workflow configurations.
• Running Workflows: Execute the workflow and monitor results.

Each step builds upon the previous one, creating a complete, executable workflow that automates data operations.

Creating a New Workflow

To create a workflow:

1. Navigate to the target functional area in the Explorer pane.

2. Click the + icon option and select Workflow from the available object types.

   The Workflow Details panel opens on the right side.

4. Enter the workflow name in the Name field (must be unique).
5. Enter a description in the Description field.
6. Confirm or change the Functional Area using the dropdown.
7. Select Create.

The workflow opens in the canvas, ready for design.

Adding to Favorites

To add a workflow to Favorites:

1. Open the workflow in the canvas.
2. Click the star icon next to the workflow name in the Level 2 header.
3. A pop-up window appears titled Add to Favorites, where you can:
   • Enter a name for the favorite.
   • Select a folder to save it.
4. Click ADD to confirm or CANCEL to exit.

Once added, the workflow appears under Favorites in the Explorer panel for quick access.

Note: Favorites are user-specific and persist across sessions.

Editing Workflow Properties

To edit workflow properties:

1. Locate the Workflow Details panel on the right side of the canvas.
2. Edit any of the following fields:
   • Name: Change the workflow identifier (must remain unique).
   • Description: Update contextual information.
   • Functional Area: Select a different functional area from dropdown.
3. Changes take effect immediately in the panel.
4. Click Publish to save changes permanently.

Adding Nodes

Nodes are the building blocks of workflows, with each node performing a specific operation in the data pipeline. Nodes are added through a common process, and connectors are automatically created between nodes to show data flow.

To add a node:

1. Click + Add Node in the Level 2 header.

   The Add Node dialog opens. The dialog displays available node categories on the left and node types on the right.

   

2. Select the appropriate category based on the operation needed (Transform, Read, or Write).
3. Select the required data type from the right panel. The node appears on the canvas and the side pane opens. A connector automatically forms between the previous node and the new node. 

4. The configuration panel opens on the right side.

   

5. Select Publish to save the configuration.

For detailed information on each node type, see Understanding Node Types and Categories.

v26.02: Renaming Nodes

When a node is renamed on the canvas, the system automatically updates the node name across all node configurations where it is referenced as a source or input, all SQL queries in SQL Script nodes, the canvas display, and the workflow landing page. Standard name validation rules apply.

v26.02: Deleting Nodes

When a node is deleted, the system removes it from all dependent node configurations, deletes all associated connections from the canvas, and displays validation warning icons on any nodes that become incomplete as a result. The deleted node name becomes available for reuse.

Publishing Workflows

Publishing saves all workflow configurations permanently. Workflows can be published at any stage of development, including with incomplete node configurations.

To publish a workflow:

1. Click Publish in the Level 2 header.
2. The system saves all changes including:
   • Canvas layout and node positions.
   • All node configurations.
   • All connections between nodes.
   • Any deletions or modifications.
3. A confirmation message appears.

Note: No validation blocks the publish operation. Workflows can be saved with incomplete or disconnected nodes, though warning icons will display to alert users of configuration issues.

Running Workflows

Execute/Run the workflow to process data and view results.

To run a workflow:

1. Ensure all required nodes are configured and published.
2. Click the Run button in the Level 2 header.
3. Execution begins at the Start node.
4. Visual indicators display on nodes:
   • Processing: Loading icon.
   • Successful: Checkmark.
   • Error: Error icon.
5. The Run button becomes disabled during execution.

Note: Execution follows all connected paths from the Start node. Disconnected nodes are skipped during execution.