How to create my first workflow

This article is written to create your first complete workflow. We have choosen an example workflow to show a workflow that:

"Tell me when a vehicle is speeding more than 10kmph over the speed limit only while the vehicle(s) are inside of Auckland and Wellington, and only send it once at most per hour"

Step 1: Create an Event when the vehicle is speeding

  1. Click on the Workflow tab
  2. Name the workflow and add a description on the left hand side of the workflow canvas
  3. Click Event
  4. Click and hold down your mouse on the Behaviour Event and drag it across in to the workflow canvas.  Let go of the mouse button to release. 
  5. Double click the Behaviour Event icon or click 

  1. Select Over Road Speed Limit in the Option dropdown box
  2. Enter in the tolerance level of 10kmph
  3. Select All vehicles by dragging the vehicle(s) or groups of vehicles in to the right hand box.  This sets the workflow up to trigger on any vehicle in your list. You can select groups of vehicles, individual vehicles or all vehicles. Refer to How to create a group of vehicles to create a group of vehicles.
  4. Click Update

Step 2: Create a Filter on being inside of Auckland

  1. Click Condition
  2. Click and hold down your mouse on the Geofence Event and drag it across in to the workflow canvas.  Let go of the mouse button to release on top of the vehicle event you just created.  You should now see the following:
  3. Double click the Geofence Condition icon or click 

  1. Select Inside Geofence in the Option dropdown box
  2. Click Add
  3. Select Region as the Geofence Type
  4. Enter a Name and Description (for example Auckland Geofence)
  5. Select Auckland from the dropdown box
  6. Click Update

Step 3: Add a SMS notification to the driver

  1. Click Notifications
  2. Select the SMS Notification and drag it in to the Workflow canvas by holding down the mouse button and dropping it on top of the previous workflow part. 
  3. Let go of the mouse button to release.  You must drop it on top of either an Event,Condition or Logic element surrounding condition.  The element will highlight when you can drop it.
  4. Double click the SMS Notification icon or click 

 to edit the notification settings.

  1. Set the Cooldown Setting. The Cooldown setting is the amount of time before the last workflow event you will allow another notification.Set this to 1 hour.
  2. Select who you would like the SMS to go to by dragging the Person in to the right hand box. If the Person's Mobile Number is not there, refer to How to Add a User
  3. Create the Message by Entering the text in to the Template for this sms. Drag in the Placeholders in to the text message by dragging the placeholders in from the right.  Hold down the mouse and release by letting go of the mouse button. Placeholders will automatically be populated with the relevant information in the workflow.
  4. Click Update

Step 4: Add a Email notification to the Manager

  1. Click Notifications again
  2. Select the Email Notification and drag it in to the Workflow canvas by holding down the mouse button and dropping it on top of the Auckland Geofence you just made
  3. Let go of the mouse button to release.  You must drop it on top of either an Event,Condition or Logic element surrounding condition.  The element will highlight when you can drop it.
  4. Double click the Email Notification icon or click 

 to edit the notification settings.

  1. Set the Cooldown Setting. The Cooldown setting is the amount of time before the last workflow event you will allow another notification.Set this to 1 hour.
  2. Select who you would like the SMS to go to by dragging the Person in to the right hand box. If the Person's Mobile Number is not there, refer to How to Add a User
  3. Create the Message by Entering the text in to the Template for this Email. Drag in the Placeholders in to the text message by dragging the placeholders in from the right.  Hold down the mouse and release by letting go of the mouse button.Placeholders will automatically be populated with the relevant information in the workflow.
  4. Edit the format of the Email using the HTML Editor provided.
  5. Click Update

Step 5: Add Wellington to the filter

  1. Click Logic
  2. Select the OR Logic part and drag it in to the Workflow canvas by holding down the mouse button and dropping it on top of the Auckland Geofence you just made.
  3. Drag another Geofence Condition and drop in it to the OR logic part and let go when the OR Logic part is grey. 
  4. Create the Wellington Geofence just like in Step 2 but select Wellington instead

Step 6: Save your new workflow and Run it

  1. Click the

button.

  1. Click the 

button.  If successfully started, the button will now look like

Note: if the button is 

 then the workflow is already running

Great Work! You have successfully created your first workflow.

Refer to our helpdesk sectioned called WORKFLOW to learn more about how to create other types of workflow for your business