Workflow Ideas

sayam · ‎01-17-2021

Hi All, I recently had a requirement where I needed to browse through tonnes of WFs and figure out a specific one. For the use case s ay a WF runs for an account on a subscription(may create/update/delete). This WF runs multiple times every day. Now to find a particular instance of the WF run where it processed a particular subscription is too hard to find (as there are so many). The idea is that in the tasks tab, you enter the ID processed via tha WF and you would know from history whether or not WF was run for that particular ID

dduff · ‎12-02-2020

Workflow offers several advantages over the standard notification emails, but we would like the ability to see the emails sent from Workflow on the account page, similarly to how they can be seen if Notifications fire the email. Without this functionality we must set up a system outside of Zuora for tracking sent emails and there are gaps in the communication, as we choose to send some emails from Notifications and some from Workflow.

salmdo · ‎09-08-2020

Hi, I see we have a new feature with workflow calls Workflow Task and we can push the JSON input, it's so helpful but if we would like to use JSON object is like a configuration and if we have many workflows call to this workflow then we need to add it to each of them. I see we have "Use default" for the text type so it's so powerful if we have this option with JSON type. Thanks

pask · ‎06-03-2020

Hi, we are getting error in Zuora Workflow when we try to download a file from sftp using * as search string when no file is found. Is there a way to get a checkbox in order to not trigger the error? it will be better to let the user decide to stop the task when no file is found. Thanks in advance Pasquale

msonsma · ‎05-28-2020

Liquid runtime can be extended with custom filters / tags extension written in Ruby. For instance Shopify adds a lot of extension on top of the standard runtime. The same it true in the Zuora Workflow's Liquid runtime: the regex filter is a custom filter extension written by Zuora and added to the workflows Liquid runtime. Benefits of writing custom extensions: - Writing complex algo is easier in ruby than in plain Liquid. - Better error / exception handling in Ruby - Utilize the functionality of existing Ruby classes ( why reinvent the wheel ) - Implement beter filter / tags: for instance the above mentioned Zuora regex filter only implement limit set of options of the underlying Ruby regex class. By writing your own you utilize the full power of the regex class or any other.. - Re-useable code library: by writing extensions you can use them in all workflow tasks ( you do not have to copy and clone the code ) The option to define custom extension should be available on the both global level as on workflow instance level and should ofcourse be exported/imported when the workflow is exported/imported. Just think about it...

chiragjha · ‎05-25-2020

Hi, When i run below code in liquide sandbox (https://jumpseller.com/support/liquid-sandbox/) its working fine. ------------------ {% assign ChkCrrTotUsg = 1000 %} {% assign FetchTotUsg = 2600 %} {% if ChkCrrTotUsg == 0 and FetchTotUsg > 1000 %} {% assign cTotalUsage = FetchTotUsg | minus: 1000 %} {% else %} {% assign cTotalUsage = ChkCrrTotUsg | plus: FetchTotUsg %} {% endif %} {{ChkCrrTotUsg} ---------------------- But when i try to run it in workflow "logic-if" it keeps throwing following error. [ If statement evaluated to ''. Only 'True' and 'False' are acceptable evaluations.] I think its some simple mistake i am doing, but hard for me to figure it out in workflow. Thanx, Chirag

pask · ‎05-07-2020

Hi, could you enable Zuora Workflow File::CreateCsv in order to support constant values in csv creation? For example we would like to create a csv with an additional column that is a constant value. It could also be useful to make the task non positional and add the ability to put some liquid code and multiple fields concatenation in order to extend data export functionality. Thanks in advance

pask · ‎05-07-2020

Hi. We need to produce a positional txt file. We would like to use Data Query Workflow Task. Could we find a way to eliminate header from output csv? Is the only problem we have in this implementation, maybe a checkbox in data query task. Thanks in advance Pasquale

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.

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.

Happy Business Starts Here

Vision

Products

Zuora Central Platform

Products

Zuora Marketplace

Solutions

By Industry

By Role

Customers

Resources

Resources

Subscribed

Support

Company

Workflow Ideas

Searching through Workflows through a specific field processed in it

Show emails sent from the Account screen

Workflow Task - Use default value with JSON input

Error in SFTP Download when no file is found

Option to extend the Workflow's Liquid runtime with custom filters and tags extensions.

Debug Workflow liquid syntax

CSVCreator Enhanced Task

Remove Headers from DataQuery to Create Positional Files Using DataQueries

Enhance the Approval Task

Download of CM/DM Templates via Workflow or via exports