How do I setup Workflows in IntelliFront BI?

Workflows allow you to write a series of automation actions which can be set to run on a set date and time or triggered by an event.

Workshop - Workflows

  • Go to Workshop and select Automation. In Automation, select Workflows.
KPIs and Dashboards: Creating Workflows in IntelliFront BI.
  • Click New Workflow.
KPI's and Dashboards: Workflows in IntelliFront BI.

KPI's and Dashboards: Workflows in IntelliFront BI.
  • Give the workflow a name.
  • Click on the check to save the name of workflow.

Description and Tags

  • Description: Descriptions are optional but they can be used to explain what the workflow does.
  • Tags: Tags are optional and make it easy to categorize workflows, e.g. if you want to create a Tag called financial for all financial workflows.
KPI's and Dashboards: Workflows in IntelliFront BI.

Actions

  • Select the action for the workflow. For example, send an email, Run a SQL Query.
  • Click Add.
KPI's and Dashboards: Workflows in IntelliFront BI.

Email

KPI's and Dashboards: Workflows in IntelliFront BI.
  • Click Add.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Click Build Email to compose the email.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Save Email: Saves the email and return to the Workflow set up screen.

Delay

KPI's and Dashboards: Workflows in IntelliFront BI.
  • Click Add.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Enter in a delay time in seconds or minutes.

Run SQL Query

KPI's and Dashboards: Workflows in IntelliFront BI.
  • Click Add.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Select an Account from the drop down menu.
Accounts must have been set up from within the Accounts section first.
  • Click Build Run Query. Enter the SQL Query in the SQL Query Editor Window.
KPI's and Dashboards: Workflows in IntelliFront BI.

FTP Download

KPI's and Dashboards: Workflows in IntelliFront BI.
  • Click Add.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Select an FTP Account from the drop down menu.
The FTP accounts must have been set up from within the Accounts section first.
  • Click Set up FTP Download.
  • Connect to the FTP account.
  • Once connected browse to the FTP Directory and then select the files to download.
KPI's and Dashboards: Workflows in IntelliFront BI.

Trash Can Icon

KPI's and Dashboards: Workflows in IntelliFront BI.
  • Deletes the Action. You will be asked to confirm the deletion.

Time Trigger

KPI's and Dashboards: Workflows in IntelliFront BI.
  • Click Add and select Time Trigger.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Give the Trigger a name and click the check mark to save it.
  • Start Date: Enter the desired starting date for the schedule. This section can be the current date (providing schedule time has not already passed) or a date in the future.
  • Execution time: The gizmo will run at this time.
  • Use the following account: Select the windows account to send the report.

In this section, you will decide when the report will execute. There are a variety of options:

  • Daily: Run a report every day or at a frequency of days.
    • Sub options: Repeat every X Days.
Example: Run the schedule every 3 days.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Weekly: Run a report on a weekly time frame.
    • Sub options: Repeat every X weeks.
Example: Run the schedule every 2 Weeks.
  • On: Select the specific days of the week the schedule will run. If only once a week,select only the day of the week it will run.
Example: Run every Monday, Wednesday, and Friday.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Monthly: Run the schedule on a monthly time frame.
  • Frequency: Select frequency options such as the “last Thursday of the month.” Also you can include or exclude specific months from the schedule.
KPI's and Dashboards: Workflows in IntelliFront BI.

Add Options Menu

KPI's and Dashboards: Workflows in IntelliFront BI.
  • End Date: If the schedule is due to end after a certain date enter that here. If the schedule is to run indefinitely, then leave it blank.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Repeat Every: Rerun the package every x minutes from the scheduled time until your specified time.
For example, you can set up a daily package to run every day at 8 am, and to run every hour until 5 pm.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • CPU Priority: Set the priority level of the schedule. This will come into play when other schedules are running at the same time. If the priority is set to High then the event based schedule will take priority over other schedules in the queue.
  • If the priority level is set to BelowNormal then it will be at the bottom of the queue and the other schedules will be ran first.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Timeout: Stop if task is running for more than X minutes or hours.
KPI's and Dashboards: Workflows in IntelliFront BI.

Save Trigger Menu

KPI's and Dashboards: Workflows in IntelliFront BI.
  • Save and Close: Save the Trigger and returns you to the Gizmo Set up.
  • Save and Create Another: Save the Trigger and create another Trigger.
  • To edit or delete a trigger right click on (...) button.
KPI's and Dashboards: Workflows in IntelliFront BI.

Add Feed.

  • If the workflow is to be triggered by an event you can set that up here.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • Click Add and select Add Feed.
KPI's and Dashboards: Workflows in IntelliFront BI.

Feed Types

Database

KPI's and Dashboards: Workflows in IntelliFront BI.
For Example to set the workflow to be executed whenever there is a change in a database record.
  • Select the Dataset from the drop-down menu.
  • Dataset: Dataset to be monitored.
  • A New Record is Added: Detect any new records. Selecting this will mean that the workflow will run anytime a new record is added.
  • A Record is modified: Selecting this option will mean the workflow will run when a change is made to any record in that database.
  • Any record Exists: Selecting this option will mean the workflow will run for any record in the database.

FTP

KPI's and Dashboards: Workflows in IntelliFront BI.
  • Save: Save the workflow.
  • Saved workflows will appear on the main workflow screen.
KPI's and Dashboards: Workflows in IntelliFront BI.
  • To edit or delete a Workflow right click on (...) button.
KPI's and Dashboards: Workflows in IntelliFront BI.