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How to Create and Activate a Workflow in AkibaOne

Introduction


Workflows in Akiba automate processes based on triggers, rules, and actions. This guide walks you through creating a workflow, setting conditions, integrating APIs, testing, and activating it.

Step-by-Step Guide

1. Access the Workflow Tab

  • Log into Akiba and navigate to the Workflow tab.

  • Here, you’ll see existing workflows, templates, and the Create Workflow button.

2. Create a New Workflow

  1. Click Create Workflow.

  2. Enter a Workflow Name and Description (e.g., "Loan Approval Process").

3. Set a Triggering Event

  • Select a Triggering Event (e.g., "Application Submitted") to start the workflow.

  • Once set, you’ll land on the workflow builder screen with a Trigger Card.

4. Add Rules

  1. Hover over the Trigger Card and click Add Rule.

  2. In the bottom sheet:

    • Rule Name: Assign a descriptive name (e.g., "Check Credit Score").

    • Field: Select a pre-defined field (e.g., "Credit Score").

    • Operator: Choose an operator (e.g., "Greater Than").

    • Value: Enter a threshold (e.g., "700").

  3. Click Save. The rule card will appear below the trigger.

5. Integrate APIs

  1. Hover over the Rule Card and click Add API.

  2. Select an API from the list (e.g., "Contact Number Verification").

  3. Set the Operator and Value (e.g., "Equals" and "Valid").

  4. Click Save.

6. Configure Actions

  1. Click Add Actions below the rule card.

    • Two branches appear: Conditions Met (True) and Conditions Not Met (False).

  2. False Branch: Select Do Nothing (no action if conditions fail).

  3. True Branch: Choose an action (e.g., Update Application Status to "Credit Committee").

7. Test the Workflow

  1. Click Run Now to test.

  2. Choose Fill Form or Choose Data Set.

    • For Fill Form, enter test data matching your rules (e.g., Credit Score = 720).

  3. Click Submit for Test.

  4. Review results to ensure the workflow behaves as expected.

8. Activate the Workflow

  • If testing succeeds, click Set Workflow Active.

  • Your workflow is now live and will execute automatically based on the trigger.

Best Practices

  • Test Thoroughly: Always run tests before activation.

  • Clear Naming: Use descriptive names for rules and workflows.

  • Simplify Conditions: Avoid overly complex rules to reduce errors.

Troubleshooting

  • Test Fails? Double-check rule logic, operators, and values.

  • API Not Working? Verify API configurations and permissions.

  • Workflow Inactive? Ensure you clicked Set Workflow Active after testing.

Need Help?
Contact Akiba Support for assistance with advanced workflows or errors.

🔍 Pro Tip: Use pre-built templates in the Workflow tab to save time!