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"

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

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