The Work Flows page displays a table of all work flows saved to your account. Work flows are a set of functions that are triggered following an action by any users in your Team, such as merchant onboarding. Using this page, you can access information about a specific saved work flow, or create a new work flow.
Click Work Flows in the Payment Settings section of the Settings page.
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Work Flows Features
Click here to view the features of the Work Flows page.
Saved Work Flows Table
The Saved Work Flows table displays a list of all work flows associated with your account, including the following information:
Work Flows Table Column Name
Description
ID
The Payrix-generated ID number associated with the work flow.
Trigger
The trigger that initiates the work flow. Choose from the following:
Create: Creating any kind of transactions, refund, disbursement, etc.
Low: Triggers an action based on a minimum threshold transaction set by the owner or referrer.
High: Triggers an action based on a transaction limit threshold.
Board: Any action having to do with boarding a merchant.
Work Flow Tab Actions
The Work Flow tab supports adding a new work flow, removing a work flow, and accessing more information.
To add a new work flow:
Click ADD WORK FLOW to open the Work Flow lightbox in the page.
Enter the required information in the lightbox fields.
To add the work flow to the team profile, click ADD WORK FLOW.
To remove an existing work flow from the table:
Click the THREE DOTS icon on the right hand side of the row of the specific work flow to open the Delete lightbox.
Remove the work flow by clicking DELETE in the lightbox.
To access more information about a specific work flow, click any information in the table to open the Work Flow page.
Work Flow (F)
The Work Flow page contains editable information about a specific work flow saved in your Work Flows table, as well as information about actions triggered when the work flow is implemented.
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