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# Workflow

## Docs

- [Workflow overview](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/workflow-overview.md): Provides a high-level introduction to Workflow and the resources that help you ramp up.
- [Basic concepts of Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/learn-workflow/basic-concepts-of-workflow.md): If you just get started, we encourage you to familiarize yourself with the basic concepts of Workflow.
- [limits](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/learn-workflow/workflow-limits.md): Introduces the task limits of .
- [Workflow user interface](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/learn-workflow/workflow-user-interface.md): Getting familiar with the Workflow user interface allows you to ramp up faster on Workflow.
- [Integrate Workflow with Configurable Payment Retry](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/learn-workflow/integration-with-other-products/integrate-workflow-with-other-zuora-products.md): You can integrate Workflow with the Configurable Payment Retry feature, so that workflows can be triggered from your payment retry logic.
- [Make API Calls to Salesforce from Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/learn-workflow/integration-with-other-products/make-api-calls-to-salesforce-from-workflow.md): Learn how to make API calls from Workflow to Salesforce.
- [Workflow APIs](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/learn-workflow/introduction-to-workflow-api/use-workflow-apis.md): Introduces the available Workflow API operations.
- [API endpoints and modes for triggering a workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/learn-workflow/introduction-to-workflow-api/trigger-a-workflow-via-callouts.md): Introduces the API endpoints and supported modes for each authentication method.
- [Manage access permissions for Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/manage-access-permissions-for-workflow.md): Permission management secures workflow access by granting users different levels of access to workflow instances. It helps your organization to meet compliance rules that require restrictions on access to workflows.
- [Assign users Workflow access process flow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/assign-users-workflow-access/assign-users-workflow-permission-process-flow.md): As a Platform Administrator, you can manage users' access to Workflow by creating and assigning custom Platform Roles with different Workflow access permissions to the users.
- [Create a custom platform role for Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/assign-users-workflow-access/create-custom-platform-roles.md): Learn how to create a custom platform role for Workflow.
- [Assign a platform role to a Workflow user](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/assign-users-workflow-access/assigning-users-workflow-access-permissions.md): Learn how to assign a platform role to a Workflow user.
- [Enable alert notifications for workflow failures](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/enable-alert-notifications-for-workflow-failures.md): Enable email notifications to get notifications for failures in all workflow instances or in a specific workflow.
- [Enable email notifications for a specific workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/enable-alert-notifications-for-workflow-failures/enable-email-notifications-for-a-specific-workflow.md): Learn how to enable email notifications for a specific workflow.
- [Enable email notifications for all workflow instances in the tenant](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/enable-alert-notifications-for-workflow-failures/enable-email-notifications-for-all-workflow-instances-in-the-tenant.md): Learn how to enable email notifications for all workflows instances.
- [Configure OAuth login for Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/zuora-login-of-workflow.md): Platform or Workflow administrators can change the authentication credentials that Workflow uses when running workflows in your Zuora tenant.
- [Configure global constants of Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/configure-global-constants-of-workflow.md): Global constants in Workflow are encrypted parameters that are valid for all workflows in a Workflow instance. A common scenario for using global constants is to configure credentials for systems that you need to integrate Zuora with.
- [Workflow maintenance settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/workflow-maintenance-utilities.md): To ensure the efficiency and performance of your workflows, you need to perform some maintenance actions to your Workflow instance.
- [Authentication providers for Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/authentication-providers-for-workflow.md): Use authentication providers to define reusable authentication settings for Workflow tasks and settings that support saved credentials. Instead of configuring credentials in every task or configuration flow, you create providers once on the Authentication Providers page and then select them where supported in Workflow, such as callout tasks and external SMTP configuration when OAuth is used.
- [Add an authentication provider for Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/authentication-providers-for-workflow/add-an-authentication-provider-for-workflow.md): Configure a new authentication provider in Workflow, including basic information and authentication type settings.
- [Use authentication providers in Workflow tasks](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/authentication-providers-for-workflow/use-authentication-providers-in-workflow-tasks.md): When you configure a Notifications: Callout Workflow task, you can reuse a stored authentication provider instead of entering credentials directly in the task.
- [Use an authentication provider for external SMTP](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/authentication-providers-for-workflow/use-an-authentication-provider-for-external-smtp.md): Configure Workflow external SMTP to use an existing OAuth authentication provider.
- [Create and run a workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/get-started-with-workflow/create-a-workflow-definition.md): Learn how to create and run a workflow.
- [View your workflow access permissions](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/get-started-with-workflow/viewing-your-workflow-access-permissions.md): If you are not a Platform Administrator, follow the how-to in this topic to view your access permission for Workflow.
- [Edit a workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/get-started-with-workflow/edit-a-workflow.md): Learn how to edit a workflow.
- [Allowed actions on a workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/get-started-with-workflow/edit-a-workflow/allowed-actions-on-a-workflow.md): This reference describes the allowed actions on a workflow.
- [Configure the settings of a workflow definition](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/get-started-with-workflow/configure-the-settings-of-a-workflow.md): Learn how to configure the settings of a specific workflow version.
- [Workflow-specific settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/get-started-with-workflow/configure-the-settings-of-a-workflow/workflow-specific-settings.md): Available settings include cleanup policy, execution priority, security, runtime settings, triggers, notifications, and input parameters.
- [Approve or reject approval tasks in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/approve-or-reject-approval-tasks-in-workflow.md): Learn how to approve or reject approval tasks from the Workflow UI.
- [Approve or reject approval tasks from Zuora inbox](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/approve-or-reject-approval-tasks-in-workflow/approve-or-reject-approval-tasks-from-zuora-inbox.md): Learn how to approve or reject approval tasks in the Zuora inbox.
- [Export and import a workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/export-and-import-a-workflow.md): Learn how to export and import a workflow.
- [Manage workflow versions](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/workflow-versioning.md): Workflow versioning enables you to update a workflow at the version level instead of creating a new workflow from scratch.
- [Workflow versioning overview](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/workflow-versioning/the-versions-of-a-workflow-definition.md): An introduction of the versions of a workflow definition.
- [Create a workflow version](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/workflow-versioning/create-a-workflow-version.md): Learn how to create a new workflow version.
- [Edit a workflow version](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/workflow-versioning/edit-a-workflow-version.md): High-level steps to edit a workflow version.
- [Set a workflow version as the active version](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/workflow-versioning/set-a-workflow-version-as-the-active-version.md): Learn how to set an inactive workflow version as the active version.
- [Configure settings of a workflow version](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/workflow-versioning/configure-settings-of-a-workflow-version.md): High-level introduction about configuring settings of a workflow version.
- [Delete workflow versions](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/workflow-versioning/delete-workflow-versions.md): Learn how to delete a workflow version.
- [Export a specific version of a workflow definition](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/workflow-versioning/export-a-specific-version-of-a-workflow-definition.md): Learn how to export a specific version of a workflow definition.
- [Upload a CSV file in a workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/direct-file-input-in-a-workflow.md): Learn how to attach a CSV file to a workflow for data processing.
- [Uploaded file processing](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/advanced-tutorials/direct-file-input-in-a-workflow/uploaded-file-processing.md): Use this reference to learn more about uploaded CSV file processing.
- [Apply late fees to accounts with overdue invoices process flow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/apply-late-fees-to-accounts-with-overdue-invoices/apply-late-fees-process-overview.md): In this tutorial, we'll use a workflow template to apply a $5 late fee to the subscription for each account that has an invoice overdue for more than 5 days.
- [Create a rate plan for late fees](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/apply-late-fees-to-accounts-with-overdue-invoices/task-1-create-rate-plan-for-late-fees.md): A high-level introduction of how to create a rate plan for late fees.
- [Configure task parameters of the workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/apply-late-fees-to-accounts-with-overdue-invoices/task-2-configure-task-parameters-of-the-workflow.md): Learn how to configure the task parameters for the Apply late fees tutorial.
- [Configure the workflow to run on a schedule](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/apply-late-fees-to-accounts-with-overdue-invoices/task-3-configure-the-workflow-to-run-on-a-schedule.md): Learn how to configure the workflow to run on a schedule for the Apply late fees tutorial.
- [Chargebacks: Write off invoices and cancel subscriptions](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/chargebacks-write-off-invoices-and-cancel-subscriptions.md): Learn how to use Workflow templates to write off invoices and cancel subscriptions.
- [Customize invoice templates using HTML](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/customize-invoice-templates-using-html.md): Learn how to use Workflow templates to customize invoices templates using HTML.
- [Notify accounts about overdue invoices](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/notify-accounts-about-overdue-invoices.md): Learn how to notify accounts about overdue invoices using Workflow.
- [Perform payment gateway reconciliations with Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/perform-payment-gateway-reconciliations-with-workflow.md): Learn how to perform payment gateway reconciliation using Workflow.
- [Process a large number of refunds](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/process-a-large-number-of-refunds.md): Learn how to process a large number of refunds using Workflow.
- [Suspend subscriptions and send notifications](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/suspend-subscriptions-and-send-notifications.md): Learn how to suspend subscriptions and send notifications using Workflow.
- [Resume subscriptions and send notifications](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/resume-subscriptions-and-send-notifications.md): Learn how to resume subscriptions and send notifications using Workflow.
- [Retrieve and format tax data for bulk upload](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-use-cases/retrieve-and-format-tax-data-for-bulk-upload.md): Learn how to retrieve and format tax data for bulk upload using Workflow.
- [Liquid expressions in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/use-liquid-expressions-in-workflow.md): Introduces Liquid expressions and provides example expressions that can be used to filter and transform data in Workflow.
- [Filters for date and time](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/use-liquid-expressions-in-workflow/filters-for-date-and-time.md): This reference provides the sample filters for date and time in Liquid expressions.
- [Filters for array manipulation](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/use-liquid-expressions-in-workflow/filters-for-array-manipulation.md): This reference provides the sample filters for array manipulation.
- [String utilities](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/use-liquid-expressions-in-workflow/string-utilities.md): This reference provides the sample string utilities in Liquid expressions.
- [Filters for Zuora utilities](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/use-liquid-expressions-in-workflow/filters-for-zuora-utilities.md): This reference provides the sample filters for Zuora utilities in Liquid expressions.
- [Encoding](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/use-liquid-expressions-in-workflow/encoding.md): This reference provides the sample filters for encoding in Liquid expressions.
- [Encryption in Liquid expressions](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/use-liquid-expressions-in-workflow/encryption.md): This reference provides the sample filters for encryption in Liquid expressions.
- [Other filters](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/use-liquid-expressions-in-workflow/other-filters.md): This reference provides the other filters in Liquid expressions.
- [Example: Use cases for tags](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/use-liquid-expressions-in-workflow/use-cases-for-tags.md): Provides examples for typical use cases for tags.
- [Use the strict variables option to verify Liquid expression](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/use-liquid-expressions-in-workflow/use-the-strict-variables-option-to-verify-liquid-expression.md): Introduces how to verify Liquid expression in Workflow.
- [Workflow helper objects for retrieving data](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/leverage-workflow-helper-objects-to-retrieve-related-data.md): This reference lists the Workflow helper objects you can use to query related data within a workflow.
- [WorkflowInstance](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/leverage-workflow-helper-objects-to-retrieve-related-data/workflowinstance.md): This reference lists the fields of the WorkflowInstance helper object.
- [WorkflowSetup](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/leverage-workflow-helper-objects-to-retrieve-related-data/workflowsetup.md): This reference lists the fields of the WorkflowSetup helper object.
- [TaskInstance](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/leverage-workflow-helper-objects-to-retrieve-related-data/taskinstance.md): This reference lists the fields of the TaskInstance helper object.
- [Credentials.zuora](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/leverage-workflow-helper-objects-to-retrieve-related-data/credentials-zuora.md): This reference lists the fields of the Credentials.zuora helper object.
- [Workflow task overview](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/workflow-tasks.md): An overview of the Workflow task.
- [Retrieve: Query](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-query.md): This reference describes the Retrieve: Query task.
- [Retrieve: Query - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-query/task-settings.md): Describes the task settings of the Retrieve: Query task.
- [Retrieve: AQuA Query](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-aqua-query.md): This reference describes the Retrieve: AQuA Query task.
- [Retrieve: AQUA Query - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-aqua-query/task-settings.md): Describes the task settings of the Retrieve: AQUA Query task.
- [Retrieve: Billing Preview Run](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-billing-preview-run.md): This reference describes the Retrieve: Billing Preview Run task.
- [Retrieve: Data Query](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-data-query.md): This reference explains the Retrieve: Data Query task.
- [Retrieve: Export](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-export.md): This reference explains the Retrieve: Export task.
- [Retrieve: Export - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-export/task-settings.md): Explains the settings for the Retrieve: Export task.
- [Retrieve: Object Query](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-object-query.md): This reference explains the Retrieve: Object Query task.
- [Retrieve: Object Query - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/retrieve-object-query/task-settings.md): Explains task settings for the Retrieve: Object Query task.
- [Logic: If](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-if.md): This reference describes the Logic: If task.
- [Logic: Case](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-case.md): This reference describes the Logic: Case task.
- [Logic: Iterate](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-iterate.md): This reference describes the Logic: Iterate task.
- [Logic: Liquid](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-liquid.md): This reference describes the Logic: Liquid task.
- [Logic: Lambda](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-lambda.md): This reference explains the Logic: Lambda task.
- [Guidelines about using Lambda tasks in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-lambda/guidelines-about-using-lambda.md): Guidelines and examples for using Lambda tasks in Workflow.
- [Upload a Lambda function to Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-lambda/upload-a-lambda-function-to-workflow.md): Learn how to upload a Lambda function to Workflow.
- [Logic: CSV Translator](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-csvtranslator.md): This reference describes the Logic: CSV Translator task.
- [Logic: XML Transform](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-xml-transform.md): This reference describes the Logic: XML Transform task.
- [Logic: JSON Transform](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-json-transform.md): This reference describes the Logic:JSON Transform task.
- [Logic: Response Formatter](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-response-formatter.md): This reference describes the Logic: Response Formatter task.
- [Example: Configure responsive UI actions in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-response-formatter/configure-responsive-ui-actions-in-workflows.md): Provides sample Response Formatter task codes and use cases for configuring responsive UI actions in Workflow.
- [Logic: Merge](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-merge.md): This reference describes the Logic: Merge task.
- [Use the Merge task in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-merge/use-the-merge-task-in-workflow.md): Learn how to use the Merge task in a workflow.
- [Example: Use the merge task in a workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/logic-merge/use-the-merge-task-in-a-workflow.md): This example demonstrates how to use the merge task to enable two sub-branches to run at the same time.
- [Script: JavaScript](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/script-javascript.md): This reference describes the Script: JavaScript task.
- [CRUD: Create](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/crud-create.md): This reference describes the CRUD: Create task.
- [CRUD: Update](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/crud-update.md): This reference describes the CRUD: Update task.
- [CRUD: Delete](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/crud-delete.md): This reference describes the CRUD: Delete task.
- [Custom Object: Create Record](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/custom-object-create-record.md): This reference explains the Custom Object: Create Record task.
- [Custom Object: Update Record](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/custom-object-update-record.md): This reference explains the Custom Object: Update Record task.
- [Custom Object: Delete Record](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/custom-object-delete-record.md): This reference describes the Custom Object: Update Record task.
- [Custom Object: Query Record](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/custom-object-query-record.md): This reference explains the Custom Object: Query Record task.
- [File: Attachment](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-attachment.md): This reference explains the File: Attachment task.
- [File: Custom Document](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-custom-document.md): This reference explains the File: Custom Document task.
- [File: Bulk Data Loader](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-bulk-data-loader.md): This reference explains the File: Bulk Data Loader task.
- [File: Bulk Data Loader - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-bulk-data-loader/bulk-data-loader-task-settings.md): This reference describes the settings of the File: Bulk Data Loader task.
- [File: Download File](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-download-file.md): This reference explains the File: Download File task.
- [File: File Operations](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-file-operations.md): This reference explains the File: File Operations task.
- [File: File Operations - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-file-operations/task-settings.md): This reference describes the settings of the File: File Operations task.
- [File: Zuora Import](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/file-zuora-import.md): This reference explains the File: Zuora Import task.
- [Reporting: Run Report](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/reporting-run-report1.md): This reference explains the Reporting: Run Report task.
- [Configure the Run Report task](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/reporting-run-report1/run-report.md): Learn how to configure the Run Report task and run a report.
- [Amendments: New Product](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-new-product.md): This reference describes the Amendments: New Product task.
- [Amendments: Remove Product](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-remove-product.md): This reference describes the Amendments: Remove Product task.
- [Amendments: Suspend](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-suspend.md): This reference describes the Amendments: Suspend task.
- [Amendments: Suspend - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-suspend/task-settings.md): Use this reference to understand the task settings of the Amendments: Suspend task.
- [Amendments: Resume](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-resume.md): This reference describes the Amendments: Resume task.
- [Amendments: Cancel](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-cancel.md): The cancel task terminates an active subscription, offering options for SOAP or REST APIs, and supports credit memo generation if Invoice Settlement is enabled.
- [Amendments: Cancel - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/amendments-cancel/task-settings.md): Use this reference to understand the task settings of the Amendments: Cancel task.
- [Billing: Bill Run](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-bill-run.md): This reference describes the Billing: Bill Run task.
- [Billing: Bill Run - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-bill-run/task-settings.md): Use this reference to understand the task settings of the Billing: Bill Run task.
- [Billing: Invoice Generate](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-invoice-generate.md): This reference explains the Billing: Invoice Generate task.
- [Billing: Invoice Generate - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-invoice-generate/task-settings.md): Use this reference to understand the task settings of the Billing: Invoice Generate task.
- [Billing: WriteOff](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-writeoff.md): This reference describes the Billing: WriteOff task.
- [Billing: Reverse Invoice](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-reverse-invoice.md): This reference describes the Billing: Reverse Invoice task.
- [Billing: Currency Conversion](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-currency-conversion.md): This reference describes the Billing: Currency Conversion task.
- [Billing: Currency Conversion - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-currency-conversion/task-settings.md): Use this reference to understand the task settings of the Billing: Currency Conversion task.
- [Billing: Custom Billing Document](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-custom-billing-document.md): This reference describes the Billing: Custom Billing Document task.
- [Billing: Custom Billing Document - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-custom-billing-document/task-settings.md): Use this reference to understand the task settings of the Billing: Custom Billing Document task.
- [Data manipulation in HTML templates](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-custom-billing-document/data-manipulation-in-html-templates.md): Use this reference to understand the approaches to manipulate data in HTML templates.
- [View the output](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/billing-custom-billing-document/view-the-output.md): Learn how to view the output of the Billing: Custom Billing Document task.
- [Download: Amazon S3](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/download-amazon-s3.md): Use this reference to understand the Download: Amazon S3 task.
- [Download: Amazon S3 - Task Settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/download-amazon-s3/download-amazon-s3-task-settings.md): Use this reference to understand the required S3 bucket information, path pattern, and post-download options of the Download: Amazon S3 task.
- [Download: SFTP](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/download-sftp.md): This reference describes the Download: SFTP task.
- [Download: SFTP - Task Settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/download-sftp/download-sftp-task-settings.md): Use this reference to understand the required SFTP server information, file path, and post-processing actions of the Download: SFTP task.
- [Algorithms and other available options](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/download-sftp/algorithms-and-other-options.md): Use this reference to understand the algorithms and other available options of the Download: SFTP task.
- [Payment: Payment Run](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/payment-payment-run.md): This reference describes the Payment: Payment Run task.
- [Payment: Payment Run - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/payment-payment-run/task-settings.md): Use this reference to understand the task settings of the Payment: Payment Run task.
- [Payment: Gateway Reconciliation](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/payment-gateway-reconciliation.md): This reference describes the Payment: Gateway Reconciliation task.
- [Usage: Import Usage](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/usage-import-usage1.md): This reference describes the Usage: Import Usage task.
- [Notifications: Email](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/notifications-email.md): This reference explains the Notification: Email task.
- [Use an external SMTP server](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/notifications-email/use-external-smtp-server.md): Learn how to use an external SMTP server in . This server can be managed by yourself or an email service provider.
- [Notifications: Callout](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/notifications-callout.md): This reference explains the Notifications: Callout task.
- [Example: Use HMAC authentication in a callout task](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/notifications-callout/examples-of-using-hmac-authentication-in-a-callout-task.md): Examples of using HMAC authentication in callout tasks.
- [Notification: SMS](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/notification-sms.md): This reference explains the Notification: SMS task.
- [Execute: Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/execute-workflow.md): This reference describes the Execute: Workflow task.
- [Manual: Approval](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/manual-approval.md): This reference describes the Manual: Approval task.
- [Manual: Approval - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/manual-approval/task-settings.md): Use this reference to understand the task settings of the Manual: Approval task.
- [Time: Delay](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/time-delay.md): This reference describes the Time: Delay task.
- [Mediation: Send Events](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/mediation-send-events.md): This reference explains the Mediation: Send Events task.
- [Upload: Amazon S3](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-amazon-s3.md): Use this reference to understand the Upload: Amazon S3 task.
- [Upload: Amazon S3 - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-amazon-s3/upload-amazon-s3-task-settings.md): Use this reference to understand the task settings of the Upload: Amazon S3 task.
- [Upload: FTP](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-ftp.md): This reference describes the Upload: FTP task.
- [Upload: FTP - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-ftp/upload-ftp-task-settings.md): Use this reference to understand the task settings of the Upload: FTP task.
- [Upload: SFTP](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-sftp.md): This reference describes the Upload: SFTP task.
- [Upload: SFTP - Task settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/workflow-task-reference/upload-sftp/upload-sftp-task-settings.md): Use this reference to understand the task settings of the Upload: SFTP task.
- [Multi-entity in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/multi-entity-in-workflow.md): Describes how Zuora Workflow supports the Multi-entity feature and how to specify the target entity when configuring Workflow tasks.
- [Specify the entity for a task](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/multi-entity-in-workflow/specify-the-entity-for-a-task.md): Specify which entity a workflow task uses by selecting an entity, inheriting it from the workflow, or passing an entity ID at run time.
- [Task types that support the Entity selector](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/multi-entity-in-workflow/task-types-that-support-the-entity-selector.md): Lists the task types that support the Entity selector on the task settings.
- [Entity selection for Callout tasks](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/workflow-reference/multi-entity-in-workflow/entity-selection-for-callout-tasks.md): Notifications: Callout and Notifications: Asynchronous Callout use the task-level Entity dropdown on the Authentication tab.
- [Monitor workflows](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/monitor-and-troubleshoot-workflow/monitor-workflows.md): Introduces the methods to monitor workflows.
- [Troubleshoot workflow tasks](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/monitor-and-troubleshoot-workflow/troubleshoot-workflow-tasks.md): Learn how to troubleshoot a workflow task.
- [Use Data Query to report on Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/report-on-workflow/use-data-query-to-report-on-workflow.md): Introduces the typical use cases to use Data Query to report on Workflow.
- [Examples: SQL queries](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/report-on-workflow/use-data-query-to-report-on-workflow/sample-sql-queries.md): Use this reference to learn sample SQL queries.
- [Workflow and task metrics](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/report-on-workflow/workflow-and-task-metrics.md): Introduces the workflow and task metrics.
- [Revenue tasks in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/revenue-tasks-in-workflow.md): Zuora Workflow supports Zuora Revenue beginning with the 2026.Q3.0.1 release. Revenue customers can use out-of-the-box Workflow tasks to automate operations that are available in Zuora Revenue Workbench.
- [Use revenue tasks in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/revenue-tasks-in-workflow/use-revenue-tasks-in-workflow.md): Learn how to find and configure revenue tasks in Workflow to pass revenue data through the workflow payload.
- [Configure a Revenue task](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/revenue-tasks-in-workflow/configure-a-revenue-task.md): Configure a Revenue task by selecting it from the library, entering a descriptive name, supplying required identifiers and values, configuring optional fields, mapping outputs to downstream logic, choosing concurrency behavior, and testing with representative data.
- [Register a Workflow as a Revenue background job](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/revenue-tasks-in-workflow/register-a-workflow-as-a-revenue-background-job.md): Register an existing Workflow as a background job in Revenue so that its inputs are saved as job parameters.
- [Supported operation families](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/revenue-tasks-in-workflow/supported-operation-families.md): Review the Revenue Workbench operation families supported by the Revenue task library and their typical automation uses.
- [Use link and delink Revenue tasks in Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/revenue-tasks-in-workflow/use-link-and-delink-revenue-tasks-in-workflow.md): Use the Revenue Link/Delink task in Workflow to automate supported Revenue Workbench realignment actions at the revenue-contract (RC), performance-obligation (POB), transaction-line, or charge level.
- [Workflow role access privileges in Revenue](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/revenue-tasks-in-workflow/workflow-role-access-privileges-in-revenue.md): Access to Workflow from the Revenue user interface is controlled through Revenue UI privileges and Platform Workflow access permissions. These controls serve different purposes.
- [Example Workflow patterns for Revenue operations](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/revenue-tasks-in-workflow/example-workflow-patterns-for-revenue-operations.md): Review example Workflow patterns for Revenue holds, contract relationships, performance obligations, released lines, and operation monitoring.