1.0 - Creating a Workflow or Customer List - Vantage Customer Experience

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.0
category
User Guide
featnum
B035-3800-099K

The application validates your workflow or customer list as you make changes within the workflow. You can save a workflow or customer list 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 or customer lists, consider lowering the zoom percentage in your browser.

The use of Branch and Merge nodes affects workflow or customer list execution. See Use Cases for Branch and Merge Node Behavior.

  1. Begin creating a workflow or customer list by doing one the following:
    Option Action
    Create a workflow Select "" > Data preparation > Workflows.
    Create a customer list Select "" > Customer list.
  2. Choose one of the following options:
    Option Action
    Create a new workflow
    1. Click CREATE NEW.
    2. Enter a Workflow name and Description.
    3. To allow different instances of this workflow to run concurrently, select Allow concurrent execution.
    Create a new customer list
    1. Click CREATE NEW.
    2. Enter a Customer list name and Description.
    3. To allow different instances of this customer list to run concurrently, select Allow concurrent execution.
  3. Do any of the following:
    Option Action
    Add a workflow-level or customer list-level variable
    1. Click "" next to Variables.
    2. Enter a Name and Description.
    3. Select a Type and enter a Length, Precision, and Value based on the selected Type.
    4. Click CREATE VARIABLE.
    Add a sub-workflow or sub-customer list
    1. Click and drag "" to the canvas.
    2. In the properties panel, scroll through the workflow list or customer lists list, or type a phrase to search for a workflow or customer list.
    3. Select the workflow or customer list name to assign it to the node.
    4. If the selected workflow or customer list include a workflow-level or customer list-level variable, you have the option to update the value.

      Check Override and update the value.

    Insert a rule or data source that populates the destination table
    1. Click and drag "" to the canvas.
    2. Select the rule or data source name to assign it to the node.
    3. If the selected rule or data source includes a rule or data source variable, you have the option to update the value.

      Check Override and update the value.

    Insert a rule or data source that returns results to the workflow or customer list
    1. Click and drag "" to the canvas.
    2. Select the rule or customer list name to assign it to the node.
    3. If the selected rule or data source includes rule variables, you have the option to update the INPUTS values.

      Select Override and update the value.

    Add an SQL node
    1. Click and drag "" to the canvas.
    2. In the properties panel, enter a Name for the SQL node and select a database connection from the Connection list.
    3. Double-click the SQL node and enter the code in the SQL Code dialog.
      • You can also select the node and click 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.
    4. Click SAVE SQL.
    Add nPath function To use this function, you must be running Vantage Analyst.
    1. Click and drag "" to the canvas.
    2. In the right pane, select Connections, Database and nPath.
    Add a model To use this function, you must be running Vantage Analyst.
    1. Click and drag "" to the canvas.
    2. In the right pane, select Connections, Database, and Model.
    Add a notify node
    1. Click and drag "" to the canvas.
    2. In the properties panel, enter an Email address and Subject.

      The node is named using the Email subject you specify.

    3. Double-click the node to open the Email Body dialog.

      Type a message, select any system-defined variables or workflow-level/customer list-level variables listed into the message area to add it to the email. You can also add JUEL expressions.

    4. Click SAVE EMAIL BODY.
    Add a branch node
    1. Click and drag "" to the canvas.
    2. Connect the appropriate nodes to the Branch node as input and success/failure. Multiple success connections can be made as input to other nodes.
    3. 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 clicking "" .

      • Execute the first true condition only.
    Add a merge node
    1. Click and drag "" to the canvas.
    2. In the properties panel, check or clear All executed branches must succeed.
    Add a macro node
    1. Click and drag "" to the canvas.
    2. In the properties panel, enter a Name, select a Connection, Database, and Macro.
      It can take up to 10 minutes for newly created databases to become available.
    3. Specify input parameters.

      Select a variable or create a formula; click "" and select "" .

    Add a stored procedure node
    1. Click and drag "" to the canvas.
    2. In the properties panel, enter a Name, select a Connection, Database, and Stored procedure.
      It can take up to 10 minutes for newly created databases to become available.
    3. Specify input and output parameters.

      Select a variable or create a formula; click "" and select "" .

    Add a set variable node
    1. Click and drag "" to the canvas.

      Any workflow-level or customer list-level variables created for this workflow or customer list are listed.

    2. To override a variable:
      1. Select the box to Override.
      2. To select another variable, click "", select Variable, then click in the field to select a global variable, workflow-level/customer list-level variable, or workflow variable.
    3. To update a formula, click in the field next to "" to open the window where you can manually add parameter information.

      Click SAVE PARAMETER to save your updates.

    Add an API node
    1. Click and drag "" to the canvas.
    2. 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 or Customer List.

    Add an SFTP node
    1. Click and drag "" to the canvas.
    2. 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 or Customer List.

  4. 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 Click 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.
  5. Complete the workflow or customer list by connecting to the End (success) and optionally End (failure) nodes.
  6. Click SAVE WORKFLOW or SAVE CUSTOMER LIST.
  7. [Optional] To execute the workflow or customer list immediately, click EXECUTE FLOW.
  8. [Optional] To view the workflow or customer list execution status, select "" > Status > Workflow status.
  9. Do any of the following to view details for a node:
    Option Action
    View the node details Click the node icon, for example, click "" .
    View the results of a node's execution Click the node title.
    Copy contents of the node's execution
    1. Click the node title.
    2. Click COPY. The content is copied to the clipboard.