Workflow Designer
A no-code, browser-based tool for automating and managing business workflows with drag-and-drop, natural language triggers, and AI-powered actions.
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This Help Center is no longer maintained. Visit docs.matrix42.com for the latest content.
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- Getting Started
- Architecture
- ESM Platform SaaS
- Concept: Azure AD (native) vs. Azure AD (with MyWorkspace): What's the Difference? Which Should You Choose?
- Concepts: Integration Framework and Data Providers
- FAQ: ESM Platform SaaS
- Getting started with ESM Platform SaaS
- HowTo: Configuration of Active Directory
- HowTo: Configuration of Active Directory Federation Services
- HowTo: Configuration of Azure Active Directory
- HowTo: Configuration of Azure Active Directory with MyWorkspace
- HowTo: Integration with Power BI
- Installation and Setup
- Hardware Sizing
- Preparations and Compatibility
- System Components
- Installation and Configuration
- Install the Update
- Troubleshooting
- PowerShell Cmdlets
- Installing Customer Environments on Matrix42 Labs
- Server Migration Guide
- Best Practices
- Creating a Test Environment Based on Production Environement
- Uninstallation
- SolutionBuilder
- SolutionBuilder Architecture
- Global System Settings
- User Interface
- Actions
- Applications
- Control Descriptor
- Assign Button Control
- Attachments Control
- Choice Control
- Composite Control Descriptor
- Container Controls
- Dashboard Widget (Classic Look)
- Dynamic Grid
- Email Descriptors: Literals
- Enum Picker
- Grid
- Grid Controls
- Hierarchical Picker Control
- Image Picker
- Journal
- Layout Grid
- List Control
- Literals
- Multi Fragment Grid
- Non Visual Controls: Global Search Manager
- Non Visual Controls: Dialog Manager
- Non Visual Controls: E-mail Attachments
- Non Visual Controls: Message
- Objects Grid
- Objects Grid Control
- Objects Picker Control
- Object Picker
- Object Relations Grid
- Related Objects Picker Control
- Repeater Control
- Wizard Manager Control
- Data Query
- Document Preview
- Keyboard shortcuts and navigation
- Layout designer
- Layout Templates
- Navigation Items
- Ownership section
- Search in UUX
- Themes
- User Defined Localization
- User Interface Personalization
- New Look Overview
- Matrix42 Accessibility Statement
- Managing Dashboards and Reports in New Look
- Services and Processes
- Data Structure and Data Layer
- Security
- Configuration Packaging
- Solution Builder Samples
- Getting Started
- Sample: Fleet Management Application
- Build basic Fleet Management Application
- Car Tracking 1: Introduce Custom Control "Map"
- Car Tracking 2: Web Service for Tracking Car
- Car Tracking 3: Car Action "Track on Map"
- Configuration Package
- Configuring Application Security
- Define Fleet Management Data Model and Configuration Project
- Use Themes to customize Fleet Management application appearance
- Use Workflow to implement "Report Accident" action
- Solution Builder Development Process
- Setup development environment for SolutionBuilder based applications
- Folder Structure of the SolutionBuilder based Applications
- Configure project in SolutionBuilder platform
- Extending ESM Platform Capabilities: Customization Options and Best Practices
- Data Object CRUD operations Middleware
- Localizing Configuration Packages
- Test Automation of SolutionBuilder applications: Getting Started
- Working with Layout Designer
- INTERNAL USE
- Workflow Designer
- Workflow Studio
- Workflow Studio
- File Menu
- Editor
- Custom Activity Property Designer
- Delivered Activities
- Matrix42 Workflow Studio: General Workflow Activities
- Matrix42 Workflow Studio: Basic Activities
- Matrix42 Workflow Studio: Empirum Activities
- Matrix42 Workflow Studio: Integration Activities
- Matrix42 Workflow Studio: Service Catalog Activities
- Matrix42 Workflow Studio: Service Desk Activities
- Matrix42 Workflow Studio: VMware Activities
- History
- Tracking Mode
- Workflows
- Workflow Studio
- Extension Test Studio
- Integration
- Business Processes and API Integrations
- API: Generic Data Service
- How to implement new Business Logic
- Integration with Power BI
- Web Services: REST API integration
- Private SDK API
- Public API reference documentation
- Close an Incident or a Service request
- Close a Change Request
- Close a Problem
- Close a Task
- Configuration Package Installation API
- Create an Incident or a Service request
- Fragments Data Service: Add Fragment Relation
- Fragments Data Service: Create Fragment
- Fragments Data Service: Delete Fragment
- Fragments Data Service: Delete Fragment Relation
- Fragments Data Service: Get a list of Fragments
- Fragments Data Service: Get a list of Fragment Relations
- Fragments Data Service: Get Fragment data
- Fragments Data Service: Update fragment
- Front End Public API
- Login and Logout
- Objects Data Service: Delete Object
- Objects Data Service: Get Object data
- Object Data Service: Create Object
- Object Data Service: Update Object
- Workflow Public API
- Service Connections
- Dropbox Tenant Configuration for Dropbox Service Connection
- Email settings: Gmail Configuration for Google Workspace Service Connection
- Email settings: Microsoft Exchange Server and Service Connections
- Google Drive Tenant Configuration for Google Workspace Service Connection
- How to build a bidirectional connector based on Service Connections
- Matrix42 Service Connection
- OneDrive Tenant Configuration for Microsoft 365 Service Connection
- Web Services: Authentication types
- Web Services tokens: Generate API Token
- Deep Linking
- Develop and Register Web Service
- Digital Workspace World 2020
- Front-End Workspaces
- Import
- Integration Framework and Data Providers
- Activating Data Providers
- Built-In Data Provider
- Active Directory
- Microsoft Entra ID Data Provider
- Azure AD (native) vs. Azure AD (with MyWorkspace): What's the Difference? Which Should You Choose?
- Configuring Microsoft Entra ID / Microsoft 365 integration with ESMP
- Configuring Microsoft Entra ID / Microsoft 365 integration with ESMP: Advanced Settings
- Creating a New Data Provider
- Progress Monitoring for Data Providers
- Business Processes and API Integrations
- Incident Management
- DevOps Portal
- Analyze how your Extension is used
- Build & Deploy an Extension with the Matrix42 CLI
- Build & Deploy an Extension with GitHub Actions
- Create your first Сontrol as a Community Extension
- Deleting and Restoring Extensions & Releases
- Dependencies
- Enable In-App Purchases for your Extension
- How to install and configure Matrix42 Extensions Publishing Tools for Azure DevOps
- How to resign your Release in case of a revoked Matrix42 Developer Identity
- Installing an Extension
- Learn more about permissions
- Learn more about Releases
- Matrix42 Developer Identities
- Build & Deploy a Configuration Package with Azure DevOps Pipeline
- Publish your Extension
- Sign Releases using your Matrix42 Developer Identity
- What is a Digital Signature?
- FAQ
- Configuration Projects
- Data Layer
- Extension Gallery
- Layout Customization
- Licenses
- Reports (SSRS)
- Service Layer
- Update
- Workers FAQ
- Can a license enabling the Worker Technology help to fix issues with the Workflow Engine after an Update to 10.0.2 or higher?
- Error message System.Net.Sockets.SocketException: No connection could be made because the target machine actively refused it
- Error Message: System.ServiceModel.Security.SecurityNegotiationException: Could not establish a secure channel for SSL/TLS with
- I have the issue that Workflow Studio is not licensed. Do I need the Worker Technology or a license enabling it to solve that?
- What are the known issues with Workflow Worker in 10.0.2?
- What can I do if Emails are not sent after the update to 10.0.2?
- What can I do if the Workflow Studio shows the unhandled exception error message when publishing a workflow?
- What can I do if Workflows are frozen in status “in a queue” if I have the new Worker Technology enabled and licensed?
- What can I do if Workflows can not be chosen in Compliance Rule or Engine Activation if I have the new Worker Technology enabled and licensed?
- What can I do if Workflows that use PowerShell activities can not load 64-bit modules when using new Worker Technology?
- What is required to switch back from the Workflow Technology to Microsoft AppFabric in my environment?
- What is required to switch the Workflow Execution Engine to the new Worker Workflow in my environment?
- What should I do if the Workflow Execution Engine has been automatically changed to the new Worker Technology after saving a Workflow?
- Why action "Set Execution Engine" shows that my Workflow runs on "Workers" when in Preview it is still "AppFabric"?
- Will an update activate Worker to execute tasks instead of Data Gateways automatically?
- Will an update switch all workflows to be executed by the new Worker Technology automatically?
- System Diagnostics and Maintenance
