Server Workflows

Configure Server Workflows to run a sequence of actions on the server back end. Define actions such as importing datasets from M3, exporting datasets to M3, and running SQL commands. The system runs these actions automatically as scheduled tasks. This configuration simplifies automation of recurring data operations and enhances efficiency.

Note: This feature is only available for Multi-tenant Cloud deployments.
  1. From the menu, select Data Administration > Server Workflows.
    The Server Workflows dialog box is displayed.
  2. On Configuration, specify this information:
    Name
    Select a configuration from the list.
  3. In the Action field, select an action from the list.
    After you define an action, the Execute check box is automatically selected. Clear the check box if you prefer not to run the action.
    Note: Use the arrow buttons on the right side of the grid to arrange the sequence of actions.
  4. In the Parameter field, select the applicable parameter detail from the list.
  5. Click Close.