Create and manage workflows

Create a workflow, link it to work types, order the steps, and keep it up to date.

You create and manage workflows in the BackOffice.

Each workflow defines the steps employees follow in the mobile app.

Before you start

Make sure the Workflows Power-Up is available in your environment.

You also need a clear list of the work types that should use the workflow.

Create a workflow

1

Open Workflows

Go to Settings → Workflows.

You now see the workflow overview.

2

Add a workflow

Click Add.

Enter a clear name for the workflow.

3

Select the work types

Choose one or more work types.

These work types determine when the workflow is used.

4

Add the steps

Add the steps employees must complete.

Examples are customer details, timers, materials, forms, pictures, signature, and send.

5

Set the order

Place the steps in the correct order.

The app follows this sequence.

6

Save the workflow

Click Save.

The workflow is now available for matching work orders.

Manage an existing workflow

You can open an existing workflow and change:

• the name
• the linked work types
• the order of the steps
• the step settings

Changes apply to work orders that use the updated workflow after synchronization.

Good setup practices

• keep workflows short and predictable
• group steps in the order employees work on site
• end the workflow with a Send step

If employees do not see a new workflow right away, let them synchronize the app.

Frequently asked questions

Can I link one workflow to multiple work types?

Yes.

A single workflow can be linked to multiple work types.

What happens if a work type has no workflow?

That work order opens without a workflow.

Employees can still complete it without guided steps.

Can I edit a workflow later?

Yes.

You can update workflows whenever your process changes.

Related topics

• Workflows
• Introduction to Workflows
• Power-Ups