HomeFAQS

Workflows

The following procedure will show you how to create and publish a workflow. We will use an example of running a simple PAN number check and accepting users with a valid PAN number.

Suggest Edits
  1. Log in to the Bureau Dashboard. For more information, see Sign-up & Authentication.
  2. From the left panel, select Workflows. The Workflow page appears.
  3. Click + Create Workflows. A new workflow titled Untitled-ddmmxxxxxx appears.
  4. To change the title of the workflow, select the edit icon and change the name. For example, change the name from Untitled-ddmmxxxxxx to Verify PAN.
  5. To add a service, click the + sign succeeding the Input diagram. The Add Action dialog appears.
  6. In the Search Services search bar, search for the required service. For example, pan profile.
  7. Select the service and it appears in the workflow.
  8. To add a tag, click the + sign succeeding the added service. Adding a tag gives us an indication if the service was successful in extracting the data.
  9. Clicking +, in the previous step, opens the Add Action dialog box. Select Tag. The New Tag dialog opens.
  10. Type a relevant tag name. For example, PAN Verified.
  11. Click Create. The tag appears in the workflow.
  12. Double-click the added tag. The Condition panel appears at the bottom of the screen.
  13. Add the appropriate conditions using the AND Group or the OR Group.
  14. To continue our example of Verify PAN, complete the following steps for the PAN Verified tag:
    1. Select AND Group.
    2. Select the following values in the dropdown boxes:
      1. Service
      2. PAN profile
      3. status
      4. ==
      5. Static
      6. OK
    3. Click + Add Condition and select the following values in the dropdown boxes:
      1. And
      2. Service
      3. PAN profile
      4. Is Aadhaar Linked
      5. ==
      6. Static
      7. true
    4. Click Save. A success message appears.
    5. Click the + sign next to the PAN verified tag. The Add Action dialog appears.
    6. Select End State. The Add an End state dialog appears.
    7. For Type, select the value Accept and click Create. The Accept end state appears in the workflow.
    8. Double-click the Accept end state. The Condition panel appears at the bottom of the screen.
    9. Select AND Group.
    10. Select the following values in the dropdown boxes:
      1. Tag
      2. PAN verified
      3. ==
      4. Static
      5. ok
    11. Click Save. A success message appears.
    12. Click the + sign next to the Accept end state. The Add Action dialog appears.
    13. Select End State. The Add an End state dialog appears.
    14. For Type, select the value Reject and click Create. The Reject end state appears in the workflow.
    15. Double-click the Reject end state. The Condition panel appears at the bottom of the screen.
    16. Select AND Group.
    17. Select the following values in the dropdown boxes:
      1. Tag
      2. PAN Verified
      3. ==
      4. Static
      5. failed
    18. Click Save. A success message appears.
  15. Click Save and Publish.

Updated 4 months ago