iWorkflow
Overview
iWorkflow allows you to link together actions, initiated by a trigger. Triggers can be activated manually via iWorkflow, scheduled to activate at a specific time, or activated via webhook. Actions can include running an iDMS iUpdate, Inserting an Activity, and many more, including iTransfer related actions.
Learning about iWorkflow
Workflow Concepts - Learn more about what a workflow is, how actions can be sequenced, and how template syntax is.
Using iWorkflow
Creating a Workflow - How to create a workflow.
Editing a Workflow - How to edit a workflow.
Triggers - Information on the three different triggers that can start workflows.
Actions - Information on each action, including how and when to use them.
Dashboard - Find how to navigate the dashboard
Viewing a Workflow Run - How to view a Workflow Run that has already been executed.
Utilities - Various tools to help use iWorkflow.
Settings - The setting options of iWorkflow.
Release Notes
See what’s new with iWorkflow (and the Workflow Engine that powers iSchedule, iTransfer, and iHook).