Help Documentation

You can create a workflow using the simple two-step process of setting the trigger and adding the nodes.

Create a new workflow in the PIM system

1. Click on the Manage and select Workflow.
2. Click on Create Workflow.
3. Enter a name for the workflow (mandatory).
4. Provide a description for the workflow.
5. Click on Proceed.
6. The Configure Workflow tab will appear.

Workflow Status: Once the workflow is created in the PIM system, it can have the following statuses:

• Draft: The workflow is saved but not started.
• Active: The workflow has been started.
• Paused: The workflow has been temporarily stopped.
• Completed: The workflow is complete.

You can now start configuring the workflow using Step 1 and Step 2:

Step 1: Setting the Trigger

You can set the trigger to either “Time” or “Event.”

Here is a list of PIM events that can trigger a workflow:

• Addition of products to a  group
• Addition of products to a static product group
• Completion of import
• Completion of channel import
• Completion of a PIM task
• Completion of certified product task
• Completion of certify products
• Removal of products from a group
• Removal of products from a static product group

Time Trigger:

• Select the “Time” option from the list.
• Specify the desired time, frequency, and other details.
• You can set the trigger to repeat every specific hours, minutes, weeks, or months.
• Optionally, set an end condition for the workflow.

Event Trigger:

• Select the “Event” option from the list.
• Choose the appropriate PIM operations such as Addition, Completion, or Removal.
• For Import Completion, we do have a provision for selecting an import template, Task template etc .
• Depending on the selected event, further configuration options will be available.

Step 2: Adding the Nodes

• Based on the selected trigger type, add nodes to the workflow.
• Nodes represent specific actions to be performed within the workflow.
• Available nodes include Import, Filter PIM products, Filter Network products, Bulk edit, Add category, Add to product group, Create PIM task, Create catalog, Certify to network, Run readiness check, Export, and Notify.
• Start by adding the first node, and then continue adding additional nodes as required.
• Configuration windows will appear for each node where you can enter the necessary configurations.
• Save the workflow after adding the nodes.

Note: Just remember, when using Workflows, you can only put products into a static group, but that group can only hold up to 500 products.

To add the nodes:

1. Click Add First Node.
   The relevant nodes based on your trigger type appears.

   For the Event	Add the following Nodes
   Addition of products to a group	Filter Products Run Readiness Check Notify Export
   Addition of products to a group	Filter Products Run Readiness Check Notify Export
   Addition of products to a static product group	Filter PIM Products Bulk Edit Add Category Add to Product Group Create PIM Task Create Catalog Certify Products Notify
   Completion of import	Filter PIM Products Bulk Edit Add Category Add to Product Group Create PIM Task Create Catalog Certify Products Notify
   Completion of  channel import	Filter PIM Products Bulk Edit Add Category Add to Product Group Create PIM Task Create Catalog Certify Products
   Completion of a PIM task	Filter PIM Products Bulk Edit Add Category Add to Product Group Create PIM Task Create Catalog Certify Products Notify
   Completion of a task	Filter PIM Products Bulk Edit Add Category Add to Product Group Create PIM Task Create Catalog Certify Products Notify
   Completion of certify	Filter Products Run Readiness Check Export Notify
   Removal of products from a group	Filter Network Products Run Readiness Check Export Notify
   Removal of products from a static product group	Filter PIM Products Bulk Edit Add Category Add to Product Group Create PIM Task Create Catalog Certify Products Notify

    

2. If you are looking for a specific node, in the search box, search by node name.
3. Click to select the node.
   The configuration window for the node appears.
4. Enter the configurations.
5. Click Add Node.
6. To add a node at any stage of a workflow, click .
   If a node is eligible to branch out into multiple other nodes,  the plus changes into.
7. To branch out a node into other nodes, click.
8. If you want to update the workflow name and description, click the Workflow Details tab, and then enter the name and description.
9. Click Save.

The workflow status is now set to Draft.

Starting the Workflow

Once you have saved the trigger and workflow steps,  click Start Workflow. The workflow status now changes from Draft to Active and the Pause Workflow button appears.