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.
Navigate to the Work Flows page by clicking Settings in the left hand navigation panel, and then clicking Work Flows in the Payment Settings section of the Settings page.
Work Flows Features
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
The Payrix-generated ID number associated with the work flow.
The trigger that initiates the work flow. Choose from the following:
Work Flow Tab Actions
The Work Flow tab supports the following actions: add a new work flow, remove a work flow, and access more information.
To add a new work flow, follow the steps below:
Step 1: Click ADD WORK FLOW to open the Work Flow lightbox in the page.
Step 2: Enter the required information in the lightbox fields.
Step 3: To add the work flow to the team profile, click ADD WORK FLOW, or to cancel click CANCEL.
To remove an existing work flow from the table, follow the steps below:
Step 1: Click the THREE DOTS icon on the right hand side of the row of the specific work flow to open the Delete lightbox.
Step 2: Remove the work flow by clicking DELETE in the lightbox, or cancel without deleting by clicking CANCEL.
To access more information about a specific work flow, click any information in the table to open the Work Flow page.
Click the links below to access any of the following pages: