Help Documentation

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

To create a new workflow:

1. Click   , and then click Workflow.
2. Click Create Workflow.
3. (mandatory) Enter a name for the workflow.
4. Enter a description for the workflow.
5. Click Proceed.
   The Configure Workflow tab appears.

Once the workflow is in the PIM system, it can attain 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 following triggers:

• Time – This will start the workflow at a specific time and frequency. You can also specify week and months
• Event – This will start the workflow when there are changes in the PIM system. For example, the workflow starts after a PIM task completion.

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

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

To initiate the workflow with a “Time” trigger:

1. In the list, click Time.
2. In the Repeats every box, enter a repeat frequency number for your workflow.
3. Select Hours, Minutes, Weeks, or Months.
   • If you select Minutes, set the repeat frequency to 15, 20, or 30 minutes.
   • If you select Weeks, click to select day of the week, time, and time zone you want to run the workflow.
   • If you select Months, click to select the date, time, and time zone you want to run the workflow.
4. In the Ends list, do one of the following:
   • If you do not want the workflow to end, select Never.
   • If you want to end the workflow on a specific date, select On a Specific Date, and then enter the date (in DD/MM/YYYY format).
   • If you want to end the workflow after a specific occurrences, select After Specific Occurrences, and then enter the repetition count.

To initiate the workflow with an “Event” trigger:

1. In the list, click Event.
2. Select the standard PIM operations. That is, Addition, Completion, and Removal.
3. If you select Addition, set an event trigger based on addition of products to a label or addition of products to a static product group.
4. If you select Completion, set an event trigger based on the following:
   • Completion of import
   • Completion of channel import
   • Completion of PIM task
   • Completion of a network task
   • Completion of certify to network action
5. If you select Removal, set an event trigger based on removal of products from a label or removal of products to a static product group.

Step 2: Adding the Nodes

Based on the selection of time and event trigger, you can add the following nodes:

• 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
• Notify

Note: For the time based trigger, the first node can be Import , Filter PIM Products, or Filter Network Products node.

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 label	Filter Network 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 to Network Notify
   Completion of import	Filter PIM Products Bulk Edit Add Category Add to Product Group Create PIM Task Create Catalog Certify to Network Notify
   Completion of  channel import	Filter PIM Products Bulk Edit Add Category Add to Product Group Create PIM Task Create Catalog Certify to Network
   Completion of a PIM task	Filter PIM Products Bulk Edit Add Category Add to Product Group Create PIM Task Create Catalog Certify to Network Notify
   Completion of a network task	Filter PIM Products Bulk Edit Add Category Add to Product Group Create PIM Task Create Catalog Certify to Network Notify
   Completion of certify to network action	Filter Network Products Run Readiness Check Export Notify
   Removal of products from a label	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 to Network 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.