Familiarizing with the Workflows UI

Last updated on Sep 28, 2023

Starting Release 2.17, the Workflows feature is available only for existing users. Users signing up from Release 2.17 onwards cannot create Workflows. For more information, please contact Hevo Support or your account executive.

When you click the TRANSFORM icon in the Navigation Bar, the Models List View is displayed. In this page, click the WORKFLOWS tab in the Transform UI, to access information about the Workflows created by your team.

The following sections highlight the main elements of the Workflows List View and Detailed View:

Workflows List View

Refer to the image and descriptions below to familiarize yourself with the components of the Workflows List View. To close the List View, click the Close ( ) icon on the top right or anywhere in the page in the background.

Workflows List View

The following table describes each of these components:

Page Component Title Description
1 Title Header Displays the + CREATE button for creating a Workflow.
2 Item Count Displays the total number of Workflows created by your team.
3 Search Bar Enables you to search for Workflows by clicking the Search icon and typing a partial or complete name of a Workflow, or the Workflow number, in the Search Workflows field.
4 Data Controls Select the Workflow status to filter the list of Workflows.
5 Asset List Displays the list of Workflows created by you or your team, and can be refined based on the Data Controls or the search string.
6 Workflow Summary Each row in the Asset List mentions the Workflow name, along with the following summary details to help you assess the state of the Workflow:
- The sequential serial number assigned to the Workflow at the time of creation. For example, #81.
- The time of the last run of the Workflow.
- The status of the latest run.

Workflows Detailed View

Click anywhere in the Workflows Summary row to open it in the Detailed View. This view opens in the Workflow tab by default. The following image highlights the main components that are displayed and the actions you can perform in the page.

Workflows Detailed View

The following table describes each of these components:

Page Component Title Description
1 Tools Bar Provides links for the Workflow, History, and Activity Log.
2 Global Search Displays your most recent work, such as Pipelines, Models, and Destinations in the left pane, and their key details, available actions, and related documentation on the right. In addition, you can search for and configure any unused Source or Destination from the search results window.
3 Summary Bar Get a snapshot of the Workflow here. It displays:
- The Workflow name and the details of the last run. A Workflow is initially created in Draft state with the name as Untitled. You can update it to the name you want.
- The status of the current run.
- The schedule of the run. You can change this schedule according to your requirements.
You can click the More ( More icon ) icon to access the actions available for the Workflow.
4 Workflow Builder The main section of the Workflow tab, where you can create and view the steps of your Workflow. You can also also refresh or edit the Workflow using the REFRESH and EDIT WORKFLOW buttons, respectively.
Read Working with Workflows.

See Also

Revision History

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

Date Release Description of Change
Apr-10-2023 2.11 Updated section, Pipelines Detailed View to add information about the enhanced search functionality.
Sep-07-2022 1.97 Updated the page to reflect the latest UI changes.
Mar-11-2022 NA New document.

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