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10 Ways to Improve Your Processes with Advanced Workflows

The process of an advanced workflow

10 Ways to Use Advanced Workflows with GoAnywhere MFT

Whether you’re already using Advanced Workflows, in search of some tips and tricks, or haven’t explored this feature yet but are interested in learning more, you’ve come to the right place.

Workflows, also known as Projects, expand and unlock superior automation for your file transfers. This module helps to enhance encryption, strengthen security capabilities, and run tasks seamlessly without human error.

Improve Your Processes with Advanced Workflows

There’s no shortage of ways Advanced Workflows can make your job easier, but here are 10 specific ways you can use Advanced Workflows in GoAnywhere Managed File Transfer (MFT) to improve your processes and elevate your secure file transfer capabilities:

1. Create Projects with No Programming Skills

What’s great about Advanced Workflows first and foremost is that you don’t need to be a technical genius or have any programming skills to create them.

It’s easy to leverage the user interface (UI) of the project designer window with drag-and-drop functionality and over 100 unique tasks at your fingertips. The workflow possibilities are virtually limitless – all with absolutely no scripting needed.

2. Configure Advanced Workflows Resources

Resources are an essential function and act as the “arms” or “client,” per se, of GoAnywhere.

You can save time by configuring resources to network locations, email servers, and file transfer servers. This only needs to be done once and then they can be used in other projects. There are over 20 different resource types for GoAnywhere to connect to, such as Amazon S3 Buckets, Azure Blob Storage, and SSH servers (SFTP, SCP, SSH).

These pre-defined connections for internal servers, as well as external trading partners and locations, make it simple to build out projects to manipulate and move files.

3. Translate Data into Different Formats

Advanced Workflows comes with 15 tasks for data translation. These functions allow you read and write files in multiple different formats.

These tasks include:

  • Read/write CSV, Excel, Fixed-Width-XML, JSON
  • Read flat file
  • SQL query output to various formats
  • Modify RowSet

4. Automate File Encryption/Decryption

This one is straightforward, but it’s important, nonetheless. Encrypted and decrypted file transfers can make a world of difference.

Advanced Workflows lets you automate the encryption and decryption process. You can encrypt and decrypt things like documents and digital signatures/verifications.

All of this is done with the Open PGP standard.

Related Reading: How to Encrypt Files with Open PGP

5. Create and Use Conditional Statements

Conditional statements make for great job control throughout your projects. They are made of “if/else” logic and loops and they will parse through variables or individual lists of files.

You can chain Advanced Workflows tasks together and these tasks will perform if the workflow runs and prior conditions are “true.”

6. Reference Projects as a Common Function

Projects that you create can be called or referenced by multiple projects. They can be used by numerous projects as a common function or utility.

7. Run Workflows in Debug Mode

Workflows can effectively run in Debug mode. This allows for easy troubleshooting of individual projects.

Users can interactively execute tasks one step at a time and enable the job log and variable values to be monitored during each step, all while debugging.

At each break in time, the values for the variables can be altered before the next task is executed.

8. Schedule and Automate GoAnywhere Reports

Advanced Workflows can be used to schedule and automate reports. This includes generating reports, delivering reports, and sending email and text notifications.

GoAnywhere’s built-in scheduler can be used to execute workflows at future dates and times. Projects can be scheduled to run on a one-off basis, or they can be scheduled on a recurring frequency.

Related Reading: 30 Ways to Simplify Life with Advanced Workflows

9. Control Data Security with Triggers

You can control the security of your data with triggers. They can automate projects, send notifications based on user actions in GoAnywhere, and more.

Triggers can be defined to monitor for certain events such as an account being disabled, a download failing, or a successful login.

A triggered event can kick off a response like receiving an email when a file is uploaded by a trading partner or automatically removing a partial file from a folder if the file upload is unsuccessful.

10. Monitor Files for Determined Events

Advanced Workflows can do file-based monitoring for certain events. Examples of monitored events are: Created, Modified, Deleted, and Exists.

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