Workflow Ideas

Yoshihisa · ‎06-04-2019

There is a request that it is needed to use external smtp server for sending emails through workflow.

Emmanuel · ‎06-06-2019

Currently when using a XML transform task, even when specifying and output of txt (not text btw) or csv, the transform actually always generate a xml header line: <?xml version="1.0"?> This forbids the creation of csv of text files with specific formats, and files needs to be re-processed outside of the workflow to remove that line... We should ideally support true output as "text"...

ASchwarz · ‎11-20-2018

As we are using the advanced invoice settlement feature and have several templates for invoices, credit memos and debit memos we need to be able to update this within a workflow. At the moment we are only able to export and update the invoice template ID for accounts.

mike-reid · ‎03-26-2019

Support for the Files object — such as uploading a CSV —has been such a welcomed addition to Zuora Workflow! As we branch out, looking to automate more of our Workflows, we hit a hurdle. We cannot trigger a Workflow remotely (via API) if it requires a Files object to be uploaded (e.g. CSV file), yet uploading a CSV is definitely supported via the Workflow UI. Triggering via API is great, and I've been successful doing so from Postman, etc, but I am hoping we can extend support for File uploads in order to remotely trigger Workflows that require a Files object as input. Postman supports this, but I was not satisfy on Zuora's end without this error: Status: 406 Not Acceptable NOTE: This is a cross-post from the Zuora Workflow board (and accidental posting on the Reporting Ideas board), per the recommendation from the Zuora SME team: https://community.zuora.com/t5/Workflow/Triggering-Workflows-Leveraging-File-Uploads-CSV-via-API/gpm-p/27694#M27

Cor · ‎01-10-2020

Hi, To increase the use-cases that can be covered by the approval task i would like to see the following: 1. Being able to add a note to the approval task that is displayed with the Task in the Collections Window so the approver can be provided with addtional information on what they need to approve for.Currently only the following information is provided along with the approval taks. With this functionality you could for exmaple achieve the following: e.g. we could create a workflow which is triggered in Credit Memo creation. In the notes we could than provide the Account, TCV, Credit memo amount and number, original invoice amount etc. so the decision can be made on the same screen. 2. Have the pending approval task send as an email so the approver is aware of it without going to the Collections Window. ideally with the notes mentioned in point 1. This email should have a Approve & Decline link so the task can be approve directly. This might also avoid the need for Collection window, by direclty approving the task in Workflow.

sHruschka · ‎12-19-2019

It should be possible to overwrite the JSON file of an exisiting Workflow. Currently we can only import JSON file for initial creation of an workflow but not for update. If we for example want to rollout changes on a workflow we only 2 possibilities: 1.) Remember all the single steps we performed in the UI and do the same again on PROD UI 2.) Import the workflow as new workflow and change all API calls which are referring to the old ID. We have several workflows running on the system which are triggered via API or Notification Events. The API Call requires the workflow ID, which is changing everytime if we use the existing export, import possibilities. Both possibilities are annoying and error prone. Therefore it would be great, if it is also possible to overwrite existing workflow by editing/overwriting the JSON.

JamesQSR · ‎11-11-2019

We use Workflow to provision access to external systems. Sometimes this access is not provisioned because the workflow had issues, or required fields were not properly entered etc. When searching for a specifc run, to find out what went wrong, is only one option: skim through looking at the date/time to see when the workflow should have been called, looking for any with errors There is a search workflow option, but this only really works for looking up Workflow names, or Run Numers - any data within a run e.g. Acccount Number is not searchable We want to be able to record the Workflow Run Number that managed that task and then save it against certain objects (e.g. Subscription, Invoice) - either as a custom field, or to have some logging that would allow this to be linked directly. Example: On Payment received, Workflow A runs to provision access When Workflow A starts, the RunNumber will be recorded/linked on the Invoice/Payment object If there are any issues preventing the workflow running, I can find the Invoice/Payment object - click on the Run Number, and go straight to the run history to see if there were any issues

pask · ‎10-08-2019

Hi, A tool for importing and exporting workflows. This tool should: 1) Export All Workflows or a Subset of Workflows 2) Import a Subset of Workflows. Note 1: when importing a workflow having the name matching with a preexisting one it should autorename the old one in order to track the old workflow history and import the new one. Note 2: We usually use Workflow Name instead of the id for portability reasons and if we try to import a workflow using the same name all callout goes KO. Note 3: We tried to develop a tool in java but we can't perform workflow name update using API we can only perform get all workflow and create workflow task. Thanks in advance. Pasquale

pask · ‎10-08-2019

In order to perform a fast and correct bug fix we need to be able to search inside all workflow history for a specific key, contained for example in the input parameters or inside any block in task execution. Thanks in advance Pasquale

pask · ‎10-08-2019

Hi, in some cases there is the need to have a shared memory between on start and on finish tasks inside zuora workflow. For example if we do some operation on a set of object interating over them in the start task and we want using on finish to do a specific operations on this data that could be an update or whatever we would like to avoid to query the data again. Thanks in advance.

ASchwarz · ‎09-16-2019

For customers who want to receive their invoice via post there is a possibility to download the invoice pdfs in Zuora in the export. This is missing for credit and debit memos. I tried to create a workflow and used the API to get the files. https://www.zuora.com/developer/api-reference/#tag/Get-Files This works fine but the problem is, that the workflow is not able to actually download the pdf but instead is throwing an error. When I use the API request with postman I can easily download the files. This functionality should work also within the workflow to provide the pdfs of Credit and Debit Memos automatically.

kcavanaugh · ‎06-18-2019

We need to create a Workflow based on the Batch of the Invoice Owner (not always the Parent Account in our use case). Today, there is no ability to get the Batch, but only Invoice Owner ID.

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Workflow Ideas

Using external smtp server for sending emails through workflow

XML transform task does not allow to produce true text or csv file

Update Credit Memo/Debit Memo Template ID via Workflow

Add File Upload (CSV) Support for Workflows Triggered via API

Enhance the Approval Task

Update existing Workflow by JSON Import

Access to Run Number as a Workflow Data item

Tool For Import/Export Workflow

Advanced search function inside workflow history

Shared Memory between Start and on Finish Workflow task

Download of CM/DM Templates via Workflow or via exports

Add Invoice Owner 'Batch' to Available Export Fields

Ability to add HTML invoicing templates