Knowledge base

Creating a workflow

Workflows are packages that allow running a sequence of tasks, such as executing a SQL query or running a dataflow package. You can define the sequence and the conditions for executing a task--for example, a task can be executed only after the previous task was completed successfully.

To create a workflow:

  1. On the main menu, click Packages.
  2. Click New package.
  3. Optionally, set a name and/or description
  4. Select workflow option from Type dropdown
  5. Click  + Add Task button
  6. Choose task
  7. Add additional tasks as required
  8. Connect tasks to create sequence of task execution. Click the connect icon on the dotted line to set the execution condition:
    • On success (default) - task will be executed once the preceding task was executed successfully
    • On failure - task will be executed once the preceding task execution failed
    • On completion - task will be executed once the preceding task completed, regardless to the completion status (failed/succeeded)

Execute SQL task

  1. Select your DB connection
  2. Write the SQL query that should be executed, and select the query result type from Result type dropdown. You can test the query by clicking Test Query.
  3. You can assign the return value to a workflow variable.
  4. If there are at least two preceding tasks, choose task execution condition:
    • all preceding conditions evaluate to true (AND)
    • one of the preceding conditions evaluate to true (OR)

Run package task

  1. Select the package to run
  2. Optionally, you may edit the dataflow variables if you want to override the values with workflow variables.
  3. If there are at least two preceding tasks, choose task execution condition:
    • all preceding conditions evaluate to true (AND)
    • one of the preceding conditions evaluate to true (OR)

Using Variables in Workflows

User variables can be defined at the workflow package level and can be used for both the Execute SQL Task and the Run Package Task.

    1. Execute SQL Task

      • Variables can also be assigned values by the Execute SQL task. This is useful if you want to have dynamic values on your variable and use it later on.
      • When using variables in a SQL query, enclose the variable within curly brackets (i.e: '${var_name}').
      • Example of using a variable within the Execute SQL task query:




    • Run Package Task

      • Workflow package level variables can be used to override dataflow level variables. Here's an example:



        Note: Take note that we address package variables regularly as $variable_name which is different from the way we used it on Execute SQL Task above.

      • If both workflow and dataflow variables have the same name, you will still have to assign the workflow variable to the dataflow variable.
      • If a task dataflow uses a variable that isn't defined at the dataflow level but is assigned a value at the workflow level, the dataflow task will use the workflow variable value.