Workflow Editor

Accessed through clicking B2B Office Suite > "Workflow Editor" link on the left side panel of the application.

Workflow Editor is a visual interface enabling you to create, edit, and manage workflows by defining steps and actions that are performed in a specific order. The Workflow Editor makes it easy to create and manage workflows for data integration, API integration, and EDI integration.

Create a Workflow

  1. Drag & Drop "Start" into the Workflow Editor to begin your Workflow

  1. Drag & Drop Tasks, Connections and Conditional Forks into the Workflow Editor.

  2. Link the Workflow Tasks, Connections and Conditional Forks together using O by linking each workflow element from Start to the End.

  1. Run the Workflow using "Start".

  2. Click "Save"

Collaborate on Workflows with other Justransform platform users within your tenant by clicking "Participants"

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