Create a Workflow for Order Builder

For an Automatic Integration to begin creating orders, it must be linked to a Workflow. Workflows define the schedule and conditions that tell Order Builder when to run.

Setting Up a New Workflow

1. Navigate to the Workflows tab and click New Workflow.
2. Enter a descriptive Workflow Name and click Create Workflow.

Next, you'll need to configure your workflow.

The Trigger

The trigger determines how often ItemPath checks your data to see if an order should be built.

Specify a frequency and interval for your Workflow and click Save.

Add Criteria

1. Select Report: Choose the same report used in your Order Builder integration.
2. Define Row Count: Set a comparison for the row count. For example, set the criteria to Greater Than 0 so that the workflow only proceeds if there is actually data to process.
3. Click Add.

Add Action

This is where you connect the Workflow to your specific Order Builder integration.

1. Select an App: Order Builder
2. Select an Integration: Choose the specific Order Builder integration you want to run. Note: Only automatic integrations will be available to select from.
3. Click Add Action.

You may also add "Else" actions that trigger only if the criteria you defined evaluates to false. For example, sending an email saying there were no orders to generate today.

Validate your Workflow

It's important to confirm things are working as expected before you activate an automated process. As this is not technically a "test" and a successful outcome will trigger your Order Builder integration and create Orders in Power Pick, you may want to temporarily add a Limit to the report.

1. Confirm that there is data in the specified report.
2. Navigate to your Workflow:
   1. Click Manually Trigger Workflow.
   2. Click View Logs.
3. Navigate to your Order Builder integration:
   1. Select the Orders tab.
   2. Review the list for a new Order.

Activate the Workflow

In the Workflow sidebar, toggle Active to turn on the Workflow.

Once your Workflow is Active, ItemPath will begin monitoring your report. When criteria are met, orders will be generated and appear in the Orders tab of your integration. You can monitor their progress or resolve any errors from that screen.

For additional details on creating Workflows see Create a New Workflow.