Workflow Guide

Workflows in the ItemPath Reporting Tool let you auto-generate certain outputs based on specified triggers.

Also see theĀ ItemPath documentation

Select Workflows from the top menu. This shows a list of all the active Workflows.

Click New Workflow to create your own.

Select the Trigger type and give the Workflow a name.

Select the Trigger type from the dropdown, and click Save.

Apply the settings you would like for your Trigger and Save.

Select the type of output you want.

Then choose how often, when, and where you want that output to go.

Select Workflow from the top menu.

You can wait for the next time the workflow will run, or click Test to manually trigger and see the output.

Click View to access the Workflow and make any changes.