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11. How to use workflow?

Learning Objectives:-

Introduction:-

This Tutorial shows the user how to use the workflow rule engine to build business logic into the interface. It shows why you need to use workflow and how you can control the flow of interface processing.

WorkFlow:-

The workflow in skyvva and workflow in Salesforce both have a different concept and have nothing to do with each other. Here we are using Workflow in Skyvaa. Skyvva workflow rule defines Rule and Condition-based processing for interfaces.

Pre-requisite to use SKYVVA workflow rule:-

  1. Create Integration.
  2. Create two interfaces i,e Account and contact.
  3. Link parent’s child relationship between Account and Contact Interfaces.

Note:- Workflow conditional result i,e true or false is depend on the sample data in Istructure. If sample data is available and matches the condition then the result is true otherwise it is false.

How to use SKYVVA workflow rule?

  • Workflow is used to push the database on the condition, and the condition bases on Interfaces.
  • Such as the Message that belongs to Account Interface will push into Account, and Message that belongs to Contact Interface will push into Contact by Workflow.

How to create Workflow in Account:-

Follow the given steps:-

  •  Source Interface Name: Account
  •  Target: Account
  •  Operation Type: Upsert
  •  Condition : Please note this Account formula “NOT(ISNULL(Name)) & NOT(ISNULL(AccNum))”
  •  Then click on Test Formula to see the result and as a result in Account, it is True because there is an Account data that belong to Account.
  •  Finally,  Save It.

 

 

How to create Workflow in Contact:-

Follow the given steps:-

  • Interface Source: Account
  • Target: Contact
  • Operation Type: Upsert
  • Condition: Please, note this Contact Formula “NOT(ISNULL(AccountNum))&NOT(ISNULL( FirstName))&NOT(ISNULL( LastName))”
  • Then click on Test Formula to see the result and as a result in the Formula, it is False because there isn’t any Contact data belong to Contact in Workflow.
  • Then click on Test Formula to see the result and as a result in Account, it is True because there is an Account data that belong to Account.
  • Save.

The workflow created:-

  • Please check the created workflow (As shown in the picture given below):-

How to upload Manual Load between Account and Contact and push Data:-

  • Go to Manual Load and upload data as shown in the given picture below:-

Message monitoring:-

Status:-

  • Green:  Accurate.
  • Yellow: Pending.

If the message records don’t meet the condition of Workflow it will show Pending in the Message Monitoring.

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