Run a workflow via CSV

  • Last update on January 25th, 2024

This feature enables you to automatically run a workflow at a specified time. Simply select the desired workflow and choose a workflow input, which can be either entered manually or configured as an import from a URL, FTP, FTPS, or SFTP data source. After that, you will be asked to schedule your preferred recurrence. 

How to schedule a workflow to run via CSV

You can schedule a workflow to run recurrently, using CSV files from an external data source as input. Follow these steps to learn how to do it:

Step 1

Open a workflow, then select “Actions” > “Schedule” in the top right-hand corner.

Step 2

Provide a name for the schedule and select a workflow that you want to run on a recurring basis, then click “Next”.

Step 3

You can import the source file using one of the following methods: URL, FTP, FTPS, or SFTP. Make sure to fill out all the fields. If everything is filled out correctly, you'll be able to click “Next” and proceed to the scheduling section. 

Step 4

Now, you can set up the recurrence of your workflow. Click “Next” to proceed to the review page. Once you've reviewed everything, press “Submit”. 

If the workflow is run against multiple entries in the CSV file, there will be several performed workflows (jobs), each with a unique ID.

Upon completion of all jobs, the original CSV file will be replaced by a new file with the aggregation ID appended to the original filename. This ID is generated using the date and time the workflow was performed, along with the aggregation ID for all jobs executed by the workflow.

Thus, the aggregation ID is generated to combine the results from the multiple jobs performed.