Scheduler Workflow

A scheduler workflow is automated, meaning that the tasks are carried out without manual intervention.

The scheduler takes care of initiating each task according to the defined schedule.

Scheduler workflows are triggered based on predefined schedules.

A scheduler workflow is a powerful tool for optimizing processes, reducing manual effort, and ensuring timely and accurate task execution in a variety of contexts

Create Scheduler Workflow

To create a new scheduler workflow, follow these steps:

  1. Click on the Create Scheduler Workflow button.

  2. This button is usually located at the top-right corner of the screen.

  3. When you click it, the workflow creation interface will appear.

  4. In this interface, you can define the tasks, schedule, and automation settings for your workflow.

Scheduler Workflow Details

Flow Name

  • A flow name is like a short title for a process.

Description

  • The description is a quick explanation of what that process is all about.

Add Level

  • The user will be able to create a new level when they click the add level button.

Adding Level Details

  • Here are the details for the level. A user fills out this screen with their details.

  • It is necessary to display the name of the user and take actions on approval at this level.

Level

  • "Level" refers to a specific access or permission tier within a system or platform.

  • Different levels might grant different privileges or permissions to users.

  • It's often used to categorize and control user access based on their roles or responsibilities.

Display Name

  • The "Display Name" is the name that is shown to users and others within a system's interface or platform.

  • It's the name that represents a user, role, or resource in a human-readable format.

  • Display names are used to provide clarity and recognition, especially in user interfaces.

Description

  • The "Description" is a brief explanation or summary of what a particular item, role, or permission entails.

  • It's used to provide additional context to users, helping them understand the purpose or significance of a specific setting or feature.

On Approval Action

  • "On Approval Action" refers to the actions that will be automatically taken once that schedular workflow is initiated.

It has three types:

  • Enable User

  • Disable User

  • Delete User

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