Automate work with workflows

A workflow is a chain of steps that runs by itself: when something happens (for example a trip is delayed), on a schedule (for example every morning), or when you start it. Steps can check conditions, change records, call other systems, wait and send messages. Use workflows for routine follow-ups that you would otherwise do by hand.

Open your workflows

1. Open the side menu (☰, top right) and choose Workflows.
2. Search with the search box, or scroll to load more rows.
3. Click a workflow to open it in the designer.

The table shows Name, Status, Trigger Event, Enabled and Last Executed. You can also show Created and Updated.

Create a workflow

1. In the workflows list, click + Create workflow.
2. Choose Blank workflow to start from an empty canvas, or click one of the templates. Templates are grouped by category and cover automations that many transport companies use.
3. The workflow opens in the designer. A template is copied for you and starts switched off, so nothing runs until you have checked it.
4. Enter a name in Workflow name... at the top.
5. Build or adjust the steps. See Build a workflow in the designer.
6. Click Save.

Switch a workflow on or off

1. Open the workflow.
2. Use the switch in the toolbar. It shows Enabled or Disabled.
3. Click Save.

Only enabled workflows react to their trigger. A disabled workflow keeps its steps and settings.

Run a workflow by hand

Open a saved workflow and click Execute in the toolbar. The workflow runs once straight away. This is useful to try it out, or for workflows you only want to run on request.

See past runs

1. Open a saved workflow.
2. Click Execution history in the toolbar. The list shows each run with its Status, Started at, Completed at, Duration and Error.
3. Click a run to open its Execution details: the Steps that ran. Click a step to expand it and see its times, any Error, and its Input and Output.

A run is Running, Waiting (for example in a delay), Completed, Failed or Cancelled. If you see No executions found, the workflow has not run yet.

Workflow statuses

Status	Meaning
Draft	The workflow is still being built.
Active	The workflow is in use.
Paused	The workflow is temporarily stopped.
Archived	The workflow is no longer used.

Edit or delete a workflow

• Click Edit at the end of the row to open the designer.
• Click Remove at the end of the row and confirm with Remove in the Delete Workflow dialog.