Workflows streamline your daily PIM processes to deliver accurate and up-to-date product information with a key focus on “faster-time to market”. In a workflow, the crucial PIM components work in cohesion to leverage your resources and improve operational efficiency of the organization.
There are two parts to a workflow:
A Trigger is what will initiate your workflow. It is either “Time” based or “Event” based:
- 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.
A Node is a PIM component that can be configured to automatically perform a PIM action or requires manual intervention for its completion.
Once you have defined the trigger, you can start adding the most suitable nodes to execute the specific PIM processes. Initiated by a “Time” trigger or an “Event” trigger, workflows are collection of nodes that lets you automate the PIM processes.
Workflows Listing Page
You can use the Workflows Listing page to view all the existing workflows of your organization. It always shows a brief summary for the list of Active workflows, Paused workflows, Completed workflows, and Errors in workflows. You can also view the following details:
- Workflow name
- Trigger type
- Current status
- Run report
You can access the Workflow functionalities based on permissions set by the “admin” or any user equivalent to an admin.
The table below describes the different user privileges based on your system permissions.
|Permissions||Description or Action|
|Manage||If your system permission for Workflow is set to Manage, you can perform the following actions:
|Read Only||If your system permission for Workflow is set to Read Only, you can:
|Hide||If your system permission for Workflow is set to Hide, you cannot access the functionality.|
For more information about system permissions, see Setting System Permissions for a Role.
Here is how you can get started with products.
|Quick Navigation →||Click , and then click Workflow.|