Workflow How-Tos

Watch the video!

Search Workflows

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Workflow.
  2. Fill in one or more of the following search fields:
    • Event Source – Only events from the specific app selected return in the results table.
    • Recipient System – Only events that trigger actions in the specific app selected return in the results table.
    • Workflow Status – Only events with the status selected return in the results table.
      • All
      • Enabled – Events that have the Resulting Actions check-box selected.
      • Disabled – Events that do not have Resulting Actions check-box selected

    • Recipient List Configured – When selected, only events that have a configured recipient list return in the results table.

      Displays instead of the sender configuration for the workflows that support a list of recipients instead of a list of senders.

    • Sender List Configured – When selected, only events that have a configured sender list return in the results table.

      Displays instead of the existing recipient configuration for the workflows that support a list of senders instead of a list of recipients.

  3. Select Search.

    The results display in the table.

Enable an Event Workflow

Watch how to enable Documents of Serialization (Dos)!

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Workflow.
  2. Search for the workflow to enable.
  3. Select the Resulting Actions checkbox in the table for each Event to enable.
  4. Select Save.

    The screen refreshes, and TraceLink saves the updated workflows.

Upload an Event Workflow's Recipient List or Sender List

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Workflow.
  2. Search for the workflow to enable.
  3. Select the Resulting Actions checkbox in the table for each Event to enable.

    Only workflows with either of the following support recipient list or sender list configuration:

    • A System Type of MAH Workflow, CMO Workflow, or 3PL Workflow.

      • or

    • A Recipient System of Ship To Party.

  4. Select Save.

    The screen refreshes, and TraceLink saves the updated workflows.

    The Import File icon and View icon display in the Actions column for any newly enabled configurable workflows.

  5. Select the Import File icon in the Actions column of the configurable workflow.
  6. Select Choose File.

    Uploading a recipient list or sender list via CSV file overwrites a workflow's current recipient list or sender list configuration.

  7. Browse for and select the desired CSV File.
  8. Select one of the following Recipient Configuration radio buttons to indicate how TraceLink interprets the recipient configuration list:
    • Inclusion List – Only the companies included in the recipient list receive the workflow's Resulting Action message or event.
    • Exclusion List – Only the companies not included in recipient list receive the workflow's Resulting Action message or event.
  9. Select one of the following Sender Configuration radio buttons to indicate how TraceLink interprets the sender configuration list:
    • Inclusion List – Only the companies included in the sender list send the workflow's Resulting Action message or event.
    • Exclusion List – Only the companies not included in sender list send the workflow's Resulting Action message or event.

    Select Submit.

    TraceLink processes the imported recipients or senders and updates the workflows accordingly.

Manually Add a Company to an Event Workflow's Recipient List or Sender List

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Workflow.
  2. Search for the workflow to configure recipients or senders for.
  3. Select the Resulting Actions checkbox in the table for each Event to enable.

  4. Select Save.

    The screen refreshes, and TraceLink saves the updated workflows.

    The Import File icon and View icon display in the Actions column for any newly enabled configurable workflows.

  5. Select the View icon icon in the Actions column of the configurable workflow.
  6. Select Edit Configuration.
  7. Select Manual Entry from the Adjust Configuration radio buttons to manually add companies to the workflow's recipient or sender configuration list.
  8. Select one of the following Recipient Configuration radio buttons to indicate how TraceLink interprets the recipient configuration list:
    • Inclusion List – Only the companies included in the recipient list receive the workflow's Resulting Action message or event.
    • Exclusion List – Only the companies not included in recipient list receive the workflow's Resulting Action message or event.
  9. Select one of the following Sender Configuration radio buttons to indicate how TraceLink interprets the sender configuration list:
    • Inclusion List – Only the companies included in the sender list send the workflow's Resulting Action message or event.
    • Exclusion List – Only the companies not included in sender list send the workflow's Resulting Action message or event.
  10. Select Company to add a company to the Recipient List table or Sender List table.

    100 row maximum. Company link is disabled when the 100th row is added to the Recipient List table or Sender List table via the Web UI.

    • Enter a recipient or sender Company Name and Company ID in the type-ahead field (sourced from Manage Partners).
  11. Select Submit.

    The updated recipient list configuration is saved.

Remove an Event Workflow's Configured Recipient List or Sender List

Removing the current configuration list resets the workflow recipient or sender configuration and TraceLink delivers messages to all applicable recipients or senders.

  1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select Workflow.
  2. Select the View icon in the Actions column of the configurable workflow.
  3. Select Edit Configuration.
  4. Select Remove List from the Adjust Configuration radio buttons to remove a workflow's configured recipient list or sender list.
  5. Select Download in the Remove Recipient List field or Remove Sender List field to save a copy of the workflow's configured recipient list or sender list.

    The current recipient list or sender list configuration downloads.

  6. Select Submit Changes.
  7. Select Remove.

    The recipient list or sender list is removed from the workflow's configuration.