Tutorial V2.41 (Lightning)

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  4. 12. How to use workflow?

12. How to use workflow?

 

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

WorkFlow

  1. Workflow In Skyvva
  2. Workflow In Salesforce.
  • Both have different concept and have nothing to do with each other. Here we using Workflow in Skyvaa.
  • Skyvva workflow rule define Rule and Condition based processing for interfaces.

Pre-requiste to use SKYVVA workflow rule

  1. Create Integration.
  2. Create two interfaces i,e Account and contact.
  3. Link  parents 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 to the condition then result is true otherwise it is false.

How to use SKYVVA workflow rule?

  • Workflow is use to push data base on condition, and the condition bases on Interfaces.
  • Such as the Message that is belong to Account Interface will push into Account, and Message that is belong 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

Second, please looks at the step below:

  • 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.

 

Created workflow:

1.1.How to upload Manual Load between Account and Contact and push Data

Please, go to Manual Load and upload data as an example in the picture.

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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