Purpose

The purpose of this document is to describe the detailed features (download, archive, restore, and activate) of Workflow Automation Center, also considered as an enterprise level workflow library.

Audience

This article is directed toward new users of the workflow automation feature and may be especially helpful for recruiters.

Download Report

Reports can help you measure the performance of your automation workflow and identify areas for improvement.

Follow below steps to download a workflow report:

1. Go to the Automation Center screen.
2. On the left, scroll and select the workflow for which you need to download the report.
3. On the right, in the details section of the workflow, click the Download Report button.
4. Select the date range and click Download.
5. The CSV report gets emailed to you at your account’s email address.

Archive a workflow

Identify the reason why you need to archive the workflow. This could be due to the completion of the project phase, the retirement of the workflow, or the need to free up space on the system. Once the archival plan is in place, archive the workflow by our defined process.

Follow below steps to archive a workflow:

1. Go to the Automation Center screen.
2. On the left, scroll and select the workflow that needs to be archived.
3. On the right, in the details section of the workflow, click the Archive icon. Click Confirm on the confirmation window to pause the workflow.
4. The status of the workflow gets updated to Archived.

Note: Once a workflow is archived, users are only allowed to restore it back or make a copy.

Restore a workflow

Firstly let us understand the transition of an archived workflow.

Archived > Restored > Paused > Activate

Follow below steps to restore an archived workflow;

1. Go to the Automation Center screen.
2. On the left, scroll and select the archived automation workflow.
3. An archived workflow can be restored anytime by clicking on the Restore button. On the right, in the details section of the workflow, click Restore.
4. Whenever restored, the workflow will always return in a Paused state.
5. To activate the paused workflow, follow the steps mentioned in Activate a workflow section.

Activate a workflow

The process for activating a paused automation workflow is simple. Following below steps to activate a paused automation workflow and get it up and running again:

1. Go to the Automation Center screen.
2. On the left, scroll and identify the paused workflow that needs to be activated. Once you have located the paused automation workflow, select it to begin the activation process.
3. If any updates or changes need to be made to the restored workflow, make them at this time (although you are allowed to edit the workflow anytime except when in archived state). This may include updating any outdated information, or updating any workflow step.
4. On the right, in the details section of the workflow, click the Activate button. Click Confirm on the confirmation window to activate the workflow.

5. The workflow gets activated and the status of the workflow gets updated to Active.

   Note: Upon activation of the workflow, the Activate button then gets replaced with the Pause button.