Create or update a workflow
Learn what a workflow requires in the integrated development experience, and the tasks that you complete to create or update it.
A workflow consists of a BPMN file, which defines the steps and their order, and the Java logic that runs each step. For how workflows, process IDs, and Java logic work, see Workflows in the integrated development experience.
Before you start, fetch the workflows of the tenant, as described in View the workflows.
What the workflow requires
Every workflow requires a BPMN file. Decide whether the workflow uses the Java logic that is already on your tenant, or requires new or updated Java logic. Your choice determines what you create or update:
| Java logic | What you create or update |
|---|---|
| Use the Java logic that is already on your tenant. This includes Reltio's built-in Java logic, which every tenant has, and Java logic in JAR files that are already registered on the tenant. | The BPMN file only. The steps of the BPMN file call the existing Java logic by class name. |
| Create or update Java logic when a step needs behavior that the Java logic on your tenant does not provide, for example sending a request back to the requester or calling an external system. For more cases, see When Java development is required. | The BPMN file, and the Java logic in the custom workflow repository. Reltio reviews the Java logic and builds it into a JAR file, and you register the JAR file on the tenant. This requires a connected repository. For the steps, see Connect the custom workflow repository. |
Workflow tasks
To create or update a workflow, complete the following tasks in order:
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Create or update the BPMN file: Start a new workflow from a template or a copy, or open a deployed workflow or a workflow from the custom workflow repository. Edit the BPMN file, review its findings, and preview the workflow as a diagram.
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Create or update the Java logic: Write or update the Java classes and tests in the custom workflow repository, and submit them in a pull request. After Reltio reviews the pull request and builds the JAR file, register the JAR file on the tenant.
If the workflow uses only the Java logic that is already on your tenant, go to Deploy a workflow.
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Deploy a workflow: Deploy the BPMN file to the tenant. The process ID of the workflow determines whether the deploy adds a separate workflow or a new version of a deployed workflow.
Create or update the BPMN file and the Java logic yourself, or describe your requirements to the AI agent in a natural language prompt. The AI agent creates or updates the BPMN file and, when needed, the Java logic, and asks whether to open the pull request. You still register the JAR file and deploy the workflow. For details, see Create workflows with the AI agent.