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Create Workflows with Integrations
Create Workflows with Integrations

Streamline Quality with Automated Workflows

Rim avatar
Written by Rim
Updated over a month ago

30-Day Validation Features: One or more of the features here are part of the November 2024 Launch Train and currently only available in your sandbox instance during the validation period. They will be released to all production instances on December 12, 2024, based on plan eligibility. Learn More

This article guides you through creating automated workflows with your connected third-party applications.

Before you begin: Make sure you've connected Qualio with your desired applications. To learn more, see our article on Qualio Integrations.

Workflow Capabilities

What can you achieve with workflows?

Events:

  • Trigger Qualio events based on activities in external systems (e.g., a new conversation in Intercom creates a "Complaint" event in Qualio).

  • Keep Qualio event records updated with changes from connected apps (e.g., updates to an issue in Jira automatically update the corresponding Qualio event).

Design Controls:

  • Automatically sync data from external systems to your Qualio Design Controls (e.g., import requirements from Jira or test cases from TestRail).

  • Automatically initiate design control activities in Qualio based on events in external systems (e.g., a new issue in Azure DevOps triggers a design review in Qualio).

Creating Workflows

Qualio integrations allow you to automate actions within the following areas:

  • Events

  • Design Controls

Setup Your Workflow

  1. Navigate to Integrations & Imports: Go to Settings > Integrations & Imports.

  2. Select "Connect Data": Choose the "Connect Data" option to create a new workflow.

  3. Name Your Workflow: Give your workflow a Title.

  4. Select Source: Select the application you want to connect to Qualio (e.g., Jira, Salesforce, Intercom).

  5. Choose Your Destination: Select either "Events" or "Design Controls."

    • Important: For the Events feature, please make sure you've set a Default Owner in your Event Template. Need help? See Event Templates

    • You will see another option called “Resource Library”. Learn more about it in Qualio Resource Library

  6. Select Resource: From the dropdown select the specific resource in Qualio that you want the data to populate into.

    • If you selected "Events," then choose the event template you want to use (e.g., Complaints, CAPAs).

    • If you selected "Design Controls," then choose the type of design control element (e.g., Requirements, Test Cases, Risks).

  7. Configure Filters (Optional): Refine the data that triggers events or updates records by applying filters based on specific criteria in your external system.

  8. Map Fields: Match the fields from your external system to the corresponding fields in the chosen Qualio target.

  9. Verify and Create Workflow: Review a sample of the mapped data to ensure accuracy and then create the workflow.

Manage Workflows

After you've created automated workflows, you can view and manage them from the Integrations & Imports page.

Viewing Existing Workflows

  1. Navigate to Integrations & Imports: Go to Settings > Integrations & Imports.

  2. Go to the Connections Tab: This tab displays a list of all your active and inactive workflows.

  3. View Workflow Details: Click on a workflow's name to see its details, including:

    • Last Run data/time

    • Source application

    • Target template or element (Project)

    • Destination (Events or Design Controls)

    • Mapping

    • Filtering

Editing Workflows

  • Edit: Modify an existing workflow to change its configuration, such as filter criteria or field mappings.

  • Delete: Delete your workflow.

  • View Activity Log: Review the activity log for a workflow to see its sync history and any errors that may have occurred.

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