Managing Workflows
Updated
The Workflows Record Manager in Customer Feedback Management offers a centralized platform for overseeing all workflows established within the Customer Feedback Management module. It enables you to see a list of current workflows, providing an overview of their statuses and configurations.
You can refer to the Survey Workflows Overview article for more details on use cases.
Prerequisites
This feature is generally available as part of Customer Feedback Management. Accessing Workflows does not require any specific permissions.
Record Manager
Whenever you establish a Workflow in Customer Feedback Management, a related entry is automatically created in the Record Manager. This guarantees that all workflows are monitored centrally and can be easily accessed.
When you create a workflow in a project for the first time, you will see an empty state as illustrated below. To begin, just click on ‘Create Workflow’ to move forward and start constructing your workflow. Consult this article to learn how to create workflows and establish the required actions, conditions, and events.
Once you create a workflow, you will see a record manager displaying all your existing workflows. You can manage workflows using the details and the Vertical Ellipsis (⋮) provided for each row.
The Record Manager provides the following details for the workflows:
Record Manager Column | Description |
Name | Indicates the name of the workflow. |
Event Type | Captures the type of event that triggers the workflow. |
Description | Captures a brief description of the workflow's purpose. |
Status | Shows the current status of the workflow.
|
Start Date | Indicates the date on which the workflow begins. |
End Date | Indicates the date when the workflow shall end. |
Created Date | Indicates the date when the workflow was created. |
Modified Date | Indicates the date when the workflow was last modified. |
Modified By | Records the user who made the most recent changes to the workflow. |
Created By | Displays the user who originally set up the workflow. |
Record Manager Actions
You can also perform the following actions on the Record Manager:
Search: Utilize keywords to find particular workflows.
Refresh: Update the record manager to show the most recent workflows and changes.
Manage Columns: Hide or unhide specific columns to create a personalized record manager view.
Add Workflow: Establish new workflows.
Workflow Level Quick Actions
You can easily perform various quick actions for each unique personalized link distribution by accessing the Vertical Ellipsis (⋮) menu next to each distribution.
Quick Action | Description | Availability |
Edit Workflow | Modify the workflow setup by adding, removing, or adjusting conditions, actions, or event configurations within the workflow structure. | All Events |
Edit Details | Update the administrative details of the workflow, such as its name, description, start and end dates, and event-specific settings (Example: Salesforce configuration). | All Events |
Activate | If paused or in draft, this action activates the workflow, triggering the associated actions based on the workflow setup. | All Events |
Stop | Stops the workflow immediately, halting any further actions, including triggering new surveys.
| All Events |
Clone | Creates an identical copy of the existing workflow, allowing for reuse and modifications without altering the original. | All Events |
Delete | Permanently deletes the workflow, removing all associated actions and settings. | All Events |
Copy Callback URL | Copies the callback URL for the workflow to the clipboard for use in the Salesforce outbound message setup. | Salesforce outbound message event only |
Copy Workflow ID | Copies the Workflow ID to your clipboard for use while setting up the Workflow API. | CFM Workflow API event only |
Test Workflow | Run a mock API call within Sprinklr to test the Workflow logic without needing authentication. This is covered in detail in the event specific article here. | |
Test API Connection | Generate a sample API payload for external testing in tools like Postman. This is covered in detail in the event specific article here. |
Note: "Edit Workflow" enables you to modify the workflow structure and access the canvas, whereas "Edit Details" is aimed at refreshing administrative details such as the name, description, and event settings.
This is an Out-of-the-Box (OOTB) feature, so you don’t need to perform additional testing. However, you should verify that each workflow is triggering successfully and carrying out the intended actions. Make sure that processes like survey distributions, case updates, and other tasks are being executed as expected and that all related data is processed correctly.