Creating Workflows for Use in an Event Rule

(Requires Advanced Workflow Module) Similar to Commands, Workflows are used in Event Rules as Actions or triggers. When you create a Workflow, it is saved in the SQLite database file in C:\ProgramData\Globalscape\EFT Server.

During the Advanced Workflow trial, when a new Workflow is created, a message appears (prior to the Create a Workflow dialog box) informing you that the Advanced Workflow module is an optional module and that the trial begins when the first Workflow is created.

To create a Workflow

  1. In the administration interface, connect to EFT and click the Server tab.

  2. On the Server tab, click the Advanced Workflows node.

  3. In the right pane, the Advanced Workflows tab appears.

  4. In the right pane, click New. The Create a Workflow dialog box appears.

  5. In the What do you want to call this workflow box, specify a name for the Workflow. When you add the workflow to Event Rules, the name you specify here appears in the Rule.

  6. (Optional) Provide a description of the Workflow, and then click OK. The Workflow Task Builder appears.

  7. The tree in the left pane lists the steps that you can add to the Workflow. The right pane displays the steps in the Workflow.

  8. Drag items from the Actions list to the Steps pane to create your Workflow.

  9. Use the Run icon on the Debug toolbar to test the steps. You can run the whole Workflow all at once, run only a selected step, or run the whole Workflow starting with a step other than the first step.

    10. The Output pane displays the result of each step. For example:

    Executing line 5
Starting Input Box with message "What is your name?"...
Creating message box "What is your name?"...  >
Populating variable "theUserName"...
Finished Input Box "What is your name?".
The step was okay.

  10. After you have created your Workflow, click Save and Close. The Workflow appears in the Advanced Workflows pane of the Site and is ready to be used in Event Rules.

  11. (Optional) In the Advanced Options area:

    • Select the Terminate the process check box and specify the number of seconds after which to terminate the Workflow if it fails to execute.

    • Select the Retain Successful Task Logs check box if you want to keep all successful attempts for this Workflow

    • Select the Retain Failed Task Logs check box if you want to keep all failed attempts for this workflow

    • Specify the location in which to save logs, if different than the default of C:\ProgramData\Globalscape\EFT Server\AWE\Temp\ (for example, in a shared location)

    • Specify the level of debug logging in the Debug log level box, None, Minimal, Normal, or Verbose (None is the default).

    • Click View log folder to view the CSV logs created by this workflow, saved in <installation_folder>\AWE\Temp. If you enable the logging, you should manually delete the files after you're done with them or create a Scheduled event in EFT to delete them automatically.

Your Workflow is now ready to insert into an Event Rule. The Auditing and Reporting module Event Rule reports will show the Advanced Workflow task name.