• Configuration
  • Cloud
    • Requirements
  • On-Premise
    • System Requirements
    • Installation
• Using ItemPath
  • The Dashboard
    • Creating a Dashboard
  • Reports
    • Creating New Reports
    • Editing Reports
    • Deleting Reports
    • Filtering Reports
    • Sorting Reports
    • Exporting Reports
  • Report Conclusions
    • Creating Conclusions
  • Workflows
    • Creating a New Workflow
    • Setting Triggers
    • Viewing Workflows
    • Testing Workflows
  • API
    • Authentication
    • API Reference
    • Viewing Logs
    • ItemPath API for PPG -- Explained
• Apps & Integrations
  • Epicor
    • Integrations
    • Status
    • Settings
    • Mappings
    • Logs

Workflows

Workflows are the messengers which transmit reports to the necessary recipients based on the preferred or selected method of communication.

Use Workflows to auto-generate and send selected reports or alerts to a channel (may require add-ons).

Example channels:

• Email
• SMS
• Coloured lights
• Alarms and other controls

Choose from several output format (may require add-ons):

• Text file
• PDF
• Excel spreadsheet

Creating a Workflow