iWorkflow

iWorkflow allows staff users 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 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.

Release Notes

See what’s new with iWorkflow (and the Workflow Engine that powers iSchedule, iTransfer, and iHook) by reviewing the iWorkflow release notes.