1.0 - Data Preparation: Workflows - Vantage Customer Experience

Vantage Customer Experience User Guide

Vantage Customer Experience
September 2019
User Guide
Workflows can contain several different types of nodes:
  • Calculation rules created in the Rules page (see Data Preparation: Rules)
  • SQL statements
  • Analytic Apps models
  • Analytic Apps nPath definitions
  • Email notifications
  • Branch and merge options to support parallel paths
  • Macros
  • Stored procedures
  • Variables nodes that override default values for a specific workflow
  • API nodes or SFTP nodes that ingest/transfer data from/to external systems
  • Workflow nodes (referred to as sub-workflows in a workflow) can be used to organize and orchestrate the execution of large and complex calculation models

Workflows can be executed on demand or set on a schedule. Detailed logs and other information about workflow executions are available.

Tip: You can use a numbering or naming scheme to help organize and manage large and complex sets of rules and workflows. For example, a top-level workflow could have a name starting with 000, and then major sub-workflows within it could be numbered 100, 200, 300, and so on). Further levels of sub-workflows could be numbered 110, 120, 130, and so on.
The Workflows module is split up into three main areas (from left to right):
Area Description
Palette Lists the nodes
Canvas Area where you add and connect nodes
Properties panel Displays the workflow properties, or the fields and settings for a selected node