Blogs

This October, our Workflow workshop was focused on demonstrations and answering your questions which included a demonstration on Workflow types and sharing how to use Workflows to monitor, control, and report your Zuora processes. Workflow Types (Video) Before building a workflow, a best practice is to think more about your scenarios and map out end-to-end what you’d like to achieve. The first step is to leverage Workflow Types which will help you plan your use cases and build more efficient and optimized workflows. In the past, we discovered that users who didn’t dedicate time mapping out their scenario and added a Workflow into production, found themselves ...

At our September Workflow workshop, @Karnbir Singh Product Manager of Platform and Workflow shared the latest developments including a new workflow type called UI Action which allows non-admin users to run workflows within Zuora Billing and enhanced approval capabilities like Zuora Inbox and other delivery methods as well as single-action links. If you missed the session, check out the presentation here and videos below which includes a demonstration. New Workflow Type: UI Action UI Action is a new feature that is a native crossover from Workflow to Zuora Billing, allowing Workflow admins to easily install a button allowing Billing users ...

On June 18th, Karn Singh, Product Manager of Platform and Workflow shared his best practices for Workflow Observability and Monitoring. In Zuora, we have a few ways observability and monitoring are exposed for Workflow from an overall telemetry perspective to ones that are more granular. These methods include: the System Health Dashboard, Workflow Overview Tab, and Workflows Tab. If you missed this session, please see the video and presentation below. System Health Dashboard Monitors Your Overall System In Zuora, we have a few ways observability and monitoring are exposed for Workflow. Our newest formatting is through our System Health Dashboards ...

At our June 27th Workflow Workshop, Product Manager of Platform and Workflow Karn Singh along with several of our engineers shared an exciting new query task that allows building powerful workflows with fewer steps - a milestone gamechanger for Zuora Workflow! What would normally take several hours to build a workflow sequence that created bulky data structures, is now reduced to a small handful of tasks that can be reviewed in real-time. JavaScript in Workflow We recently launched JavaScript tools allowing quick and agile scripting, reducing the time it takes to build, test, deploy using the Swimlane page and JS Tester, returning variables in your ...

At our May 18th Workflow Workshop, Product Manager of Platform and Workflow @Karnbir Singh discussed 3 tools to make managing global constants in Workflow easier and save you a lot of time: 1. Export and Import Global Constants via CSV Rather than copying and pasting global constants, Workflow now has the ability to export a CSV of your global constants from one system and import them to another. To leverage bulk transfer: Select one or many global constants in one environment and export a CSV Optionally import a csv with key, value headers. Easily manage duplicate keys to ensure no data is unintentionally corrupted. ...

At our April 11th Workflow Best Practice Workshop, we talked with Product Manager of Platform and Workflow @Karnbir Singh about building event-based Workflows with our newly-released construct where you can select events based on Workflow type: Near Real Time: For executing flows on single records Batch: For flows with large sets of data (ie DQ, DSE) His team is also working on creating more Workflow types and more ways to obtain multi-object data synchronously. If you missed the workshop, please review Karn’s overview below. Learn More View Presentation | Watch Full Recording Best Practice: Building ...

At our March 7th Workflow Best Practice Workshop, Product Manager of Platform and Workflow @Karnbir Singh shared some best practices on how to query data in Workflow. For new Workflow or a veteran developers, it can be challenging to figure out the best way to consume billing data into a workflow and use that data like transforming, processing, doing another business problem within Zuora, or pushing it to another system. Karn shared three ways to access data and when to use them in this Zuora Tool Tip: Object Query + GET APIs Data Source Exports Data Query If you’ve tried any of the above, tell us about your experience. ...

We kicked off our 2023 Community Table Talks on January 10th with our Workflow Best Practice Workshop where Product Manager of Platform and Workflow @Karnbir Singh broke down building real-time and batch workflows. A real-time workflow is when you execute a workflow on single-record events while a batch workflow is when you execute workflows on process events or long-scheduled intervals. Below is a comparison chart: Real-Time Workflow Batch Workflow Execute on single record events Invoice Posted Order Processed Account Created Uses synchronous tasks Object Query Cancel Subscription ...

On November 8th, we hosted our first Workflow Workshop on Managing Close Process via Workflow Orchestrations with Workflow and Platform Product Manager, @Karnbir Singh where he was on-hand to answer questions and collect feedback related to Workflow as well as share product updates. Karn also shared a Zuora tip on automating month end close with Workflow with the following process: Journal Run - created for a specific accounting period close Callout - Upon completion of Journal Run, a callout is made from the system to enact a Workflow Trigger Workflow - Workflow is kicked off and can complete use case specific month end close tasks ...

On September 28th, the Zuora Community Hosted a Workflow Workshop with @Karnbir Singh , Product Manager, Platform, Workflow and @Serg Martinez , Principal Enterprise Architect who were on-hand to answer questions and listen to product feedback. If you missed the session, please see the 5-minute Tool Tip and presentation below . In this session, Karn shared what’s coming soon with Workflow including More UX improvements and features Focusing on user personas from lighter to heavier Workflow tasks Bringing Workflow into the Zuora ecosystem Best Practices When Using Building Workflows Serg shared his Best Practices When Building Workflows document ...