Creating a Workflow

The Workflow panel appears on clicking the WORKFLOW link. The side panel lists the workflows in your Hevo account. You can search for a workflow or create one by clicking the CREATE WORKFLOW button. Let’s begin by creating a new workflow.

Case scenario

For instance, suppose that we have Models created as follows:

  • Model for customer details. (Name: customer_details)

  • Model for product details. (Name: product_details)

  • Model for sales insights. (Name: sales_insights)

Now, we are going to create a Workflow for these Models.

Create a Workflow

Create a Workflow

  1. Click Add New Step. A drop-down dialogue box with the list of Models is displayed.

  2. From the drop-down, select the desired Models one by one.

  3. Hover the mouse over the Model name to find a + symbol.

  4. Click the + symbol to connect two Models.

For instance, we are going to connect the Models as per the above scenario. The Workflow makes sure that the dependencies, custom_details, and product_details run first, then sales_insights runs and loads the data.

Note: You cannot use the Models that are in Draft state.

Use of Workflows

Once the Workflow is created and the schedule has set for that, the respective data is loaded to the table (here, it is the sales_insights table) on each successful run of the Workflow.

Revision History

Refer to the following table for the list of key updates made to this page:

Date Release Description of Change
Dec-10-2021 NA Updated the screenshots to reflect the latest UI.
Last updated on 14 Dec 2021