Create a New Workflow
Creating a workflow in Vince Platform takes you through a guided setup process before you reach the visual builder. Follow the steps below to configure a new workflow from scratch.
To start, click + New Workflow from the Workflows list.
Step 1 — Descriptors
The first screen collects the workflow's basic metadata.
| Field | Description |
|---|---|
| Name | A unique, descriptive name for the workflow |
| Description | An optional summary of what the workflow does |
| Type | Express for standard workflows; High Volume for large dataset processing |
| Import | Optional — import an existing workflow definition |
| Enabled | Checkbox to activate the workflow after creation |
| Labels | Tags for filtering and grouping workflows in the list |
Use labels to group workflows by project, module, or team. The VXL label must be applied if you want this workflow to appear in the Excel add-in.
Step 2 — Template
Choose a pre-built template to start from an existing pattern, or select Blank to build from scratch.
Templates pre-populate components and connections for common use cases, which can then be modified to fit your requirements.
Step 3 — Environment
Select which environments this workflow is active in, and designate a primary environment.
| Setting | Description |
|---|---|
| Active Environments | The environments where this workflow can be run |
| Primary Environment | The default environment used when no environment is specified |
| API Environment | The environment used when the workflow is triggered via the API |
Step 4 — Summary
Review all settings before creation. Click Create to confirm and open the workflow builder.
Building the workflow
Once created, the workflow builder opens on a canvas. Click the + button to add components to the flow.
Every workflow must start with a Trigger component, which determines how and when the workflow runs.
Further reading
- Components — full reference for all available workflow components
- Execution Logs — review results after running your workflow