The diagram view components of a workflow represent a visual depiction of the various elements and their interactions within a workflow system. These components are essential for understanding, designing, and optimizing business processes.

Each component plays a crucial role in illustrating the flow of tasks, data, and decision points.

Here are the key components typically found in the diagram view of a workflow:

• Action
• If
• For Each
• Query
• Timer

Table of contents

Table of Contents

• Steps to Configure Diagram View of Workflow
• Action Component
• If Component
• ForEach Component
• Query Component
• Timer Component
• Delete each component
• Delete all steps together
• Test the workflow

Steps to Configure Diagram View of Workflow

1. Navigate to Settings of the User menu of the top bar.

1. Tap on Automation of the left navigation bar → Workflows.

1. Tap on Diagram View → Workflow (Diagram View) builder

1. Drag and drop the component in the builder and tap on that to fill out the required field.

Action Component

An action is a specific task or operation that is executed as part of the workflow process.

They can include a variety of operations, such as sending emails, updating records in a database, triggering notifications, invoking web services, or performing calculations.

1. Add a suitable name for the Action.

2. Select the type of Action

3. Record Management

   • Activity
   • Data Migration
   • Insert
   • Clone
   • Delete
   • Field Update

4. Notifications

   • Email
   • Alert
   • SMS

5. Document Generation

   • Document Generation

6. Integrations

   • PubSub Outbound
   • Integration
   • PubSub Outbound

7. Add Description → Mark as Active

If Component

An If component in a workflow is a conditional logic element that allows the workflow to make decisions based on specific criteria or conditions.

1. Add a suitable name for the If component.

2. Insert suitable condition from Expression Builder.

ForEach Component

For Each component is used to iterate over a collection or list of items and perform a set of actions on each item in that collection.

It allows you to apply the same logic or operations to every element in a group, making it a powerful tool for automation and repetitive tasks.

1. Add a suitable name for the ForEach component.

2. Insert suitable condition from Expression Builder.

Query Component

A query component in a workflow is used to retrieve data from a data source, such as a database, an API, or any other system that stores information.

This component allows the workflow to fetch the necessary information to perform subsequent actions or make decisions based on the retrieved data.

1. Add a suitable name for the Query component.

2. Insert suitable Query to select data.

Timer Component

A timer component in a workflow is a scheduling mechanism that triggers specific actions or processes at predefined times or intervals.

It acts as a clock that initiates the workflow based on specified criteria, such as a particular time of day, day of the week, or recurring intervals (e.g., every hour, daily, weekly).

1. Add a suitable name for the Timer component.

2. Set the count value of time

3. Set the period like seconds, minutes, hours, days.

4. Select the date field of the object

5. Select when to trigger the workflow- either before or after

Combining all the components the entire diagram view will be:

The above diagram view show the workflow to check the inventory items which will trigger 4 hours before the time_field if the item quantity is less than the threshold.

Delete each component

1. Tap on the component → Cross from left corner

Delete all steps together

1. Tap on the Delete all steps button in the builder page

Test the workflow

1. Tap on the Test Workflow button in the builder page

Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai