The application validates your workflow as you make changes within the workflow. You can save a workflow that contains validation errors, but the errors must be resolved before you can execute the workflow or customer list.
Tip: When working on complex workflows, consider lowering the zoom percentage in your browser.
Using Branch and Merge nodes affects workflow execution. See Use Cases for Branch and Merge Node Behavior.
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Select
> Data preparation > Workflows.
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Choose one of the following options:
Option Action Create a new workflow - Select Create New.
- Enter a Workflow name and Description.
- To allow different instances of this workflow to run concurrently, select Allow concurrent execution.
- To use checkpoints and resume this workflow in the event of failure, select Allow resumable execution. See Using Checkpoints.
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Do any of the following:
Option Action Add a workflow-level variable - Select
next to Variables. - Enter a Name and Description.
- Select a Type and enter a Length, Precision, and Value based on the selected Type.
- Select Create Variable.
Add a sub-workflow - Select and drag
to the canvas. - Scroll through the workflow list, or type a phrase to search for a workflow.
- Select the workflow name to assign it to the node.
- [Optional] If the selected workflow includes a workflow-level variable, you can update the value.
Select Override and update the value.
Insert a rule that populates the destination table - Select and drag
to the canvas. - Select the rule name to assign it to the node.
- If the selected rule includes a rule variable, you have the option to update the value.
Select Override and update the value.
Insert a rule that returns results to the workflow - Select and drag
to the canvas. - Select the rule name to assign it to the node.
- If the selected rule includes rule variables, you have the option to update the Inputs values.
Select Override and update the value.
Add an SQL node - Select and drag
to the canvas. - In the properties panel, enter a Name for the SQL node and select a database connection from the Connection list.
- Double-click the SQL node and enter the code in
the SQL Code dialog.
- You can also select the node and select Edit at the bottom of the properties panel to enter the code.
- You can copy and paste SQL from a rule you created. You can also add variables and JUEL expressions.
- Select Save SQL.
Add nPath function - Select and drag
to the canvas. - In the right pane, select Connections, Database and nPath.
Add a notify node - Select and drag
to the canvas. - In the properties panel, enter an Email address and Subject.
The node is named using the Email subject you specify.
- Double-click the node to open the Email Body dialog.
Type a message, select any system-defined variables or workflow-level variables listed into the message area to add it to the email. You can also add JUEL expressions.
- Select Save Email Body.
Add a branch node - Select and drag
to the canvas. - Connect the appropriate nodes to the Branch node as input and success/failure. Multiple success connections can be made as input to other nodes.
- In the properties panel, enter a Name.
- In the properties panel, select the Branch option:
- Execute all executes all true conditions as well as the success/failure for each node connected to a Branch node.
- Execute all true conditions executes the true conditions in the order they are listed under Conditions in the properties panel.
You can specify the condition by selecting
> Edit.Change the conditions order by selecting
. - Execute the first true condition only.
Add a merge node - Select and drag
to the canvas. - In the properties panel, enter a Name.
- In the properties panel, select or clear All executed branches must succeed.
Add a macro node - Select and drag
to the canvas. - In the properties panel, enter a Name, select a Connection, Database, and Macro. It can take up to 10 minutes for new databases to become available.
- Specify input parameters.
Select a variable or create a formula; select
and then select 
.
Add a stored procedure node - Select and drag to the canvas.
- In the properties panel, enter a Name, select a Connection, Database, and Stored procedure. It can take up to 10 minutes for new databases to become available.
- Specify input and output parameters.
Select a variable or create a formula; select
and then select .
Add a set variable node - Select and drag
to the canvas.Any workflow-level variables created for this workflow are listed.
- To override a variable:
- Select the box to Override.
- To select another variable, select , select Variable, then click in the field to select a global variable, workflow-level variable, or workflow variable.
- To update a formula, click in the field next to to open the window where you can manually add parameter information.
Select Save Parameter to save your updates.
Add an API node - Select and drag
to the canvas. - In the properties panel, enter a Name and select an inbound or
outbound Data
integration.
To create a new data integration, see Creating an API Data Integration in a Workflow.
Add an SFTP node - Select and drag
to the canvas. - In the properties panel, enter a Name and select an inbound or
outbound Data
integration.
To create a new data integration, see Creating an SFTP Data Integration in a Workflow.
- Select
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Connect the nodes in your workflow:
Tip: To delete a connection between nodes, place the cursor at the terminating point then drag and drop onto a blank area of the canvas.
Option Action First node in the workflow Select the Start node connector and drag the cursor toward the left side of the first connector. Other nodes in the workflow Connect additional nodes in the workflow from the previous node. Change the connectors between nodes Drag a line connector from one node to another. - Complete the workflow by connecting to the End (success) and optionally End (failure) nodes.
- Select Save Workflow.
- [Optional] To execute the workflow immediately, select Execute Flow.
- [Optional] To view the workflow execution status, select > Status > Workflow status.
- Do any of the following to view details for a node:
Option Action View the node details Select the node icon, for example, select .View the results of a node's execution Select the node title. Copy contents of the node's execution - Select the node title.
- Select Copy. The content is copied to the clipboard.