Workflows

This guide provides detailed instructions on managing workflows within your Cargo workspace, from creation to execution monitoring.

WORKFLOW EXECUTION

Workflow execution concepts

Explore detailed settings and configurations for managing workflow runs in testing and automated execution.

  • Name
    Execution flow
    Description

    Nodes linked in a flow together execute sequentially, creating a logical execution path. Use workflow actions toolbar at the bottom of the editor to add new nodes, run them and apply auto-layout.

  • Name
    Draft run
    Description

    Manage the initial development phase of workflow creation. In order to links nodes and complete their configuration run them in draft mode to preview each node output and input.

  • Name
    Enrolled workflow run
    Description

    Create ad-hoc runs in a published workflow via the trigger tab found in the top bar present in the worklfow interface.

  • Name
    Triggered run
    Description

    Use trigger tab to define and customize automatic enrolment of records from the underlying data model

FOLDERS

Folders

Folders allow the organization of numerous workflows within a Cargo workspace. All folders appear in the left sidebar of the main workspace view.

Each folder has a:

  • customizable icon
  • name
  • count of workflows inside
  • Name
    Add a new folder
    Description

    Click the "plus" icon next to folders header in the left sidebar. This will create a new "Untitled Folder", the name and emoji icon can be customized.

  • Name
    Rename a folder
    Description

    Hover over a folder name or counter, click "..." icon and select "Rename". Modify the name and hit "enter" or click anywhere outside the name text field to save the change.

  • Name
    Move existing workflows to a folder
    Description

    While browsing workflows within any folder or home view click "..." in the bottom right of a workflow card. Click "Move to" option and select a folder from the list. Click save to move workflow to the new folder.

  • Name
    Remove a folder
    Description

    Hover over a folder name or counter, click "..." icon and select "Remove". Type in the folder name to confirm. This won't delete workflows inside the folder.