Workflow Integrations

InGenius supports the creation and deployment of workflow integrations through the Admin app. After creation, workflow integrations can be applied to users through their managed group assignment.

Caution: It is recommended to work through workflow integration deployment with assistance from an InGenius specialist. Please contact InGenius Customer Care at ingenius_support@uplandsoftware.com for more information.

Creating a Workflow Integration

To add a workflow integration for your InGenius users:

  1. In the Admin App, navigate to the Workflow Integrations page.

  2. Click the 'Add Workflow Integration' button on the top right corner of the page.

  3. In the Add Workflow Integration window, fill in an appropriate profile name and select 'Set Workflow Integration Name'

  4. In the profile page for the Workflow Integration you have created, select a Deployed Workflow Integration and an Active Version from the dropdown boxes.

    Note: If you cannot find a deployed workflow integration or active version, contact an InGenius specialist for help in configuration and deployment.

  5. Fill in the Settings field with your desired configuration.

    Note: There must be some setting in the field for the workflow integration to function, even for testing purposes.

  6. Select Publish Changes on the bottom left of the page.

Assigning a Workflow Integration to a Managed Group

Workflow integrations are applied to users through their managed group assignment. A workflow integration must be assigned to a managed group before it is applied.

For more information on creating managed groups with a workflow integration, or modifying an existing managed group to include a workflow integration, refer to the Managed Groups page.