Using VXL Live
Once VXL Live is installed and you are signed in, you land on the main workflow list. This page explains how to navigate that list using tabs, search, and filters before moving on to running workflows.
Tabs
Click the search box to open the workflow list. Above the list are three tabs, shown as icons with a count next to each:
| Tab | Icon | What it shows |
|---|---|---|
| Recent | Clock | The nine workflows and groups you ran most recently, in VXL Live or in Vince Platform. This tab opens first |
| Favorites | Star | Workflows and groups you have marked as favourites — personalised per user |
| All | List | Every workflow and workflow group you can use in VXL Live |
To mark something as a favourite, click the star icon next to the workflow or group name. The item then appears in the Favorites tab. Click the icon again to remove it.
Hover over a workflow name to see when it last ran, when it was last changed and how many times it has run. A group with a red warning icon (Invalid) contains at least one workflow with a configuration error.
Search
Type in the search box to filter the list. The search matches both the name and the description of each workflow and group, and the results update as you type.
Use search when you know the name of the workflow you want to run. Use the All tab with filters when you are browsing or exploring what is available.
Filters
Click the filter icon (sliders) next to the tabs to open the filter options:
| Filter | Default | What it does |
|---|---|---|
| Workflows toggle | On | Shows individual workflows |
| Groups toggle | On | Shows workflow groups |
| Labels toggle | Off | When on, lists the labels used on your workflows. Tick one or more labels (or Select All) to show only workflows with those labels |
When labels are selected, the filter icon shows how many. Filter preferences are saved to your user profile and persist between sessions.
Workflow groups bring several related workflows together, so you can work with all of them without switching; see Groups.
To show only individual workflows, turn off the Groups toggle. To show only groups, turn off the Workflows toggle. To narrow by topic or team, use the Labels filter.
Why can't I see my workflow?
A workflow appears in VXL Live only when all of these are true:
- It is meant for VXL Live. It has an Excel step, or it has the label VXL. Workflows without an Excel step, such as a workflow that gets its data from a REST API step, must have the VXL label; see Export Data from a REST API to VXL Live.
- It is started by a person. It has a Manual trigger. Workflows that only run on a schedule or on an event are not listed.
- It has no configuration errors. Fix the errors in the workflow editor in Vince Platform.
- You have access to it. An administrator grants access through your roles.
If the workflow is in a group, check that the Groups toggle is on, and that no Labels filter hides it.
Your profile and settings
Click the person icon at the bottom right to see your tenant and email address, open User Profile, or Signout.
User Profile holds the same personal preferences as your profile in Vince Platform: Preferred Language, Preferred Date Format (used in date fields when you run a workflow) and Preferred Time Format. It also has Preferred Zoom level, which sets the size of the VXL Live panel: 80 % (default) or 100 %. Click Save to keep your changes.
To switch the zoom level quickly, click the expand or compress icon next to the person icon.
Further reading
- Running Workflows — select an environment and execute a workflow
- How VXL Live Reads Your Sheet — which rows and cells are sent, and where the results go
- Groups — how workflow groups work and how permissions apply
- Design File — add templates to your workbook, read user instructions, and view logs