Configure workflow settings workflow-settings
When creating a workflow or orchestrating workflow activities in the canvas, access advanced settings related to the workflow. For example, set a specific timezone for the workflow, manage how the workflow should behave in case of error, or manage the delay after which the workflow history is purged.
These settings are pre-configured in the template selected when creating the workflow, but can be edited as needed for this specific workflow.
Workflow properties properties
The Properties section provides generic settings that can be configured when creating a workflow. To access the properties of an existing workflow, click the Settings button available in the actions bar above the workflow canvas.
These properties include:
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The Label of the workflow that displays in the list.
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The Internal name of the workflow.
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The Folder where the workflow should be saved.
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The default Timezone to use in all the workflow鈥檚 activities. By default, the workflow鈥檚 timezone is the one defined for the current Campaign operator.
Possible values are:- Server timezone to use the timezone of the 51黑料不打烊 Campaign application server.
- Operator timezone to use the timezone of the 51黑料不打烊 Campaign operator who executes the workflow, as defined in the operator鈥檚 profile in the client console.
- Timezone of the database to use the timezone of the database server.
- A specific timezone.
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When a workflow fails, the operators belonging to the operator group selected in the Supervisor(s) field are notified by email.
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Enter a Description of your workflow.
When the workflow is associated with a campaign, it is displayed in the Linked campaign field. Open the associated campaign from that field.
Segmentation settings segmentation-settings
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Targeting dimension: Select the targeting dimension to use to target profiles, such as recipients, contract beneficiaries, operators, subscribers, and others. Learn more about targeting dimensions.
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Keep the result of interim populations between two executions: By default, only the working tables of the last execution of the workflow are kept. Working tables from previous executions are purged by a technical workflow, which runs daily.
If this option is enabled, working tables will be kept even after the workflow has been executed. Use it for testing purposes, and ensure it is used only on development or staging environments. It must never be checked in a production workflow.
Execution settings exec-settings
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History in days: Specifies the number of days after which the history must be purged. The history contains elements related to the workflow, such as logs, tasks, and events (technical objects linked to the workflow operation). The default value is 30 days for out-of-the-box workflow templates. Purge of the history is performed by the Database cleanup technical workflow, which is executed daily.
note important IMPORTANT If the History in days field is left blank, its value will be considered as 鈥1,鈥 meaning that the history will be purged after 1 day. -
Default affinity: If your installation includes several workflow servers, use this field to specify the server on which the workflow will be executed. This forces the execution of that workflow on a particular server. Choose any existing affinity name, but ensure you do not use spaces or punctuation marks. If you use different servers, specify different names separated by commas.
note important IMPORTANT If the value defined in this field does not exist on any server, the workflow will remain pending. -
Save SQL queries in log: Check this option to save the SQL queries from the workflow into the logs. This functionality is reserved for advanced users. It applies to workflows that contain targeting activities, such as Build audience. When this option is enabled, the SQL queries sent to the database during workflow execution are displayed in the workflow鈥檚 logs, allowing you to analyze them to optimize queries or diagnose issues.
Error management settings error-settings
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Error management: This field lets you define the actions to be taken if a workflow task has errors. There are three possible options:
- Suspend the process: The workflow is automatically paused, and its status changes to Failed. Once the issue is solved, resume the workflow using the Resume buttons.
- Ignore: The status of the task that triggered the error changes to Failed, but the workflow keeps the Started status.
- Abort the process: The workflow is automatically stopped, and its status changes to Failed. Once the issue is solved, restart the workflow using the Start buttons.
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Consecutive errors: This field becomes available when the Ignore value is selected in the In case of errors field. Specify the number of errors that can be ignored before the process is stopped. Once this number is reached, the workflow status changes to Failed. If the value of this field is 0, the workflow will never be stopped regardless of the number of errors.
Initialization script initialization-script
The Initialization script lets you initialize variables or modify activity properties. Click the Edit code button and type the snippet of code to execute. The script is called when the workflow executes. Refer to the section related to event variables.