Workflows

In Zynk a Workflow is a collection of Tasks or "actions", that when ran together can be used to automate your business processes.  Once configured a workflow can either be ran on demand through Zynk, or setup using Windows Schedule Tasks to run on regular basis.  Each workflow can consist of up to 20 tasks, so some processes may need to be split up over multiple workflows.

For information on how to create workflows using Zynk, see Creating New Workflows

Tasks

You build up the structure of the workflow by adding tasks from the Task Library, these are added to the current workflows Task List.  The example below shows an example workflow that could be used to download orders from a website, convert the data into the required format, import the data as invoices in Sage, and finally email the customers their invoice.  You can edit the settings for each task using the grid on the right of Zynk.

Properties

Each workflow has a set of properties which can be configured on the 'Properties' tab.

Setting Required Description
Email Workflow Report Required Zynk can email a workflow report after running, which details the tasks that ran and any messages logged.  
The options available are:-
  • Never (default) - will never send any report emails
  • Always - will always send a report regardless if the workflow was successful or not
  • OnFailure - will only send a report if one of the tasks fails (and break of fail for that task is true)
  • OnErrorFlag - will only send a report if the Set Error Flag has been used in the workflow, allowing for finer control of error handling
Email Workflow Report To Optional The email address(es) to send the workflow reports to.
Include Workflow Log Required Choose when the log messages should be included in the report.
Description Optional You can enter a brief description of the workflow's functions here.
Documentation Optional You can enter HTML formatted documentation of the workflow's functions here.
History House Keeping Required Settings to control how long entries in the workflow history should be kept. The default setting is 90 days.
Id Read Only The workflow's unique identification number.
Last Ran Required The date the workflow was last ran.
Last Result Required The result when the workflow was last ran.
Name Read Only The name of the workflow. To rename a workflow, right click on the workflow in the 'My Workflows' tab, and click 'Rename'.
Show Help On Startup Required Set to true to display the documentation when the workflow is opened.
Use Mutex Required Set to true to prevent more than one copy of the workflow running simultaneously.
Variables Required The list of workflow variables. See Variables for more information.
Version Read Only The version of Zynk which last saved the workflow.

Typical Use Cases

Two of the most common use cases for workflows are to download data from an e-commerce website and import in into Sage, or export data from Sage and upload it to an e-commerce website. See below for an overview of how this can be achieved.

Download from website to Sage

Upload from Sage to website

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