Configure Workflows with Filters in Vince Live

00:00: This tutorial guides you through configuring workflows with filters in Vince Live.

00:05: Click the New Workflow button to begin creating a new workflow in Vince Live.

00:11: Click here to access additional workflow options and settings.

00:15: Fill in the workflow name

00:20: Click here to proceed to the workflow details section for further configuration.

00:25: Click Next to continue to the next stage of workflow configuration.

00:30: Click here to open the environment selection menu for your workflow.

00:34: Click to select the appropriate environment for your workflow.

00:38: Click here to confirm your environment selection and proceed.

00:42: Click Next to move forward in the workflow setup process.

00:46: Click here to access options for creating the workflow.

00:50: Click Create to finalize the creation of your new workflow.

00:54: Click M3 API to choose the API integration for your workflow.

00:59: Click here to open the API settings for further customization.

01:03: Click here to access detailed

01:05: API configuration options.

01:08: Click Item toolbox interface to manage items within the workflow.

01:12: Click Select to confirm the item selection for your workflow.

01:16: Click here to access detailed information about the selected item.

01:21: Click LstItmByItm to choose the list item by item for filtering.

01:27: Click Select to confirm your list item selection.

01:30: Click here to access filter options for your workflow.

01:34: Click Client to apply a client-based to your workflow.

01:37: Click Apply to activate the selected client value in your workflow.

01:42: Click M3 Filter to configure specific filtering parameters.

01:46: Click Save and Continue to save your filter settings and proceed.

01:51: Click Show available fields to view all fields

01:53: you can include in your workflow.

01:56: Click List Item Basic Data by Item

01:58: (120) MMS200MI

02:00: > LstItmByItm to select the data list for your workflow.

02:06: Click StatusSTAT to include the status field in your workflow filter.

02:10: Click Client to add the client field to your filter criteria.

02:14: Click Constant to include a constant value in your filter configuration.

02:19: Click And to add a logical AND operator between filter conditions.

02:24: Click here to access actions related to your filter setup.

02:28: Click New to create a new filter condition for your workflow.

02:32: Click here to enter filter values and parameters.

02:36: Fill 20 as the filter value to specify the filtering threshold.

02:39: Click Excel to select Excel as the output format for your workflow results.

02:45: Click Save and Continue to save your output settings and proceed.

02:49: Click Outputs to manage the output configurations of your workflow.

02:56: Click StatusSTAT to include the status field in your output configuration.

03:01: Click Item numberITNO to add the item number field to your output.

03:05: Click NameITDS to include the name field in your workflow output.

03:10: Fill stat as the search term to filter workflow data.

03:14: Click MSG_COL to include the message column in your workflow output.

03:20: Click Save to save all your workflow configurations and settings.

03:24: Click Execute to run the configured workflow and process data.

03:29: Click Item number to specify

03:30: the item number for execution filtering.

03:33: Click Execute & close to run the workflow and close the configuration window.

03:39: You have successfully configured and executed a filtered workflow in Vince Live.

03:43: This process enables efficient data management by applying specific filters and

03:49: output settings. For further customization, explore additional workflow templates

03:54: and integration options within Vince Live.