Workflow Builder

The Workflow builder allows you to set up workflows for reviewing change requests of brands, catalogs, documents, products, and SKUs. These customizable workflows send alerts and enable an approval process. From the Workflows dashboard, you view any and all active workflows created by your team. Only PIM Admins have access to Workflow Builder.

In this article, you'll learn about Workflows.

Note: MDM is available for purchase. Request a quick demo of MDM here.

Contents

Create Workflow

Pause Workflow

Edit Workflow

Delete Workflow

Change Proposed

Create Workflow

Workflows let you know when someone makes a change in your PIM. Create a workflow by specifying the object changing (products, documents, SKUs) and the persona who made the change. For example, PIM Editors making changes need to be approved, but PIM Admins do not.

To create a new workflow:

1. Navigate to Workflows under Configuration in the left hand navigation bar
2. Click Create Workflow on the top right
3. Select object(s) including Product, Brand, Catalog, Document, SKU
4. Select a persona: Roles or User Groups
   1. For Roles: Any Role, PIM Admin, PIM Editor
   2. For User Groups: Any User, External APIs, Internal, Knowledge Engine  
5. Click Save
6. Click Add Approver
7. Select a persona: Roles or Users
   1. For Roles: PIM Admins, PIM Editors
   2. For Users: Individual Person 
8. Click Save
9. Click Start Workflow
10. Click Start Workflow in the confirmation popup to start running all automations and notifications related to this workflow 

Note: Workflows that are active are indicated with a green label in the workflow grid. On the other hand, workflows that have been created but not started are indicated with a gray label in the workflow grid.

Pause Workflow

Workflows that have been started may be paused. Paused workflows are indicated with a yellow label in the workflow grid.

To pause a workflow:

1. Navigate to Workflows under Configuration in the left hand navigation bar
2. Select a workflow 
3. Click Pause Workflow
4. Click Pause Workflow in the confirmation popup to pause all automations and notifications related to this workflow 

Edit Workflow

To edit a workflow:

1. Navigate to Workflows under Configuration in the left hand navigation bar
2. Click Edit on the right of the workflow 
3. Update the workflow
4. Click Save

Delete Workflow

To delete a workflow:

1. Navigate to Workflows under Configuration in the left hand navigation bar
2. Select a workflow 
3. Click the three dot icon on the top
4. Click Delete
5. Click Delete in the confirmation popup to be permanently delete the workflow

Change Proposed

When a user attempts to make a change in an active workflow, their proposed edit will be reflected in blue and a lock icon appears until it’s approved. A blue banner at the top displays that the record contains unpublished changes awaiting approval.

Note: Users can expand and collapse the changes proposed by clicking Hide Changes or Show Changes.

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