Overview
The AI Workflows (Beta) feature allows Portal Admin users to view, create, edit, delete, and copy AI workflows in the web app. This guide outlines the full user experience and available actions.
🚪 Accessing AI Workflows
- Ensure the AI Workflows Beta feature is enabled for your site.
- In the Web App navigation menu, click Admin.
- Under Configuration, select AI Workflows.
- You will be taken to the AI Workflows List page.
📋 AI Workflows List Page
The AI Workflows list screen displays all existing AI workflows.
From this screen, a Portal Admin can:
- View all AI workflows.
- Create a new AI workflow.
- Edit an existing AI workflow.
- Delete an AI workflow.
- Copy an existing AI workflow.
✨ Creating a New AI Workflow
- On the AI Workflows list page, click +New AI Workflow.
2. Enter a workflow name.
3. Click on Add Task and select an AI workflow from the following options:
- Image Analysis
- Image Validation
- Text Extraction
- Multi-field Validation
- Image Quality Validation
- Image Location Validation
- Image Timestamp Validation
📝 Editing an AI Workflow
- From the list, locate the workflow you want to modify.
- Click the blue Edit icon.
3. Update the workflow configuration.
4. Save your changes.
🗑️ Deleting an AI Workflow
- Click on the 3 dot icon and Select Delete next to the workflow you want to remove.
2. A confirmation dialog will appear.
3. Confirm the deletion to permanently remove the workflow.
📄 Copying an AI Workflow
- In the workflow list, click on the 3 dot icon and select Copy next to the workflow you want to duplicate.
2. A new workflow is created using the same configuration.
3. Update the name or settings as needed.
4. Save the copied workflow.
📘 Summary
Portal Admin users have full control over AI workflows within the Microsite. Using the AI Workflows (Beta) page, you can manage all workflows efficiently—creating new ones, updating existing ones, deleting obsolete workflows, and copying workflows to streamline setup.
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