Validate workflow setup

Fix common configuration errors before employees use a workflow in the app.

OutSmart validates a workflow when you save it.

This prevents broken step sequences and missing references.

What the system checks

Send step position

The Send step should be the last step in the workflow.

If it is placed earlier, the workflow setup is invalid.

Timer pairing

Timer steps should be placed in a valid sequence.

A Start timer needs a matching Stop timer.

Predefined forms

A Predefined form step should point to a valid form.

If the form no longer exists, the workflow needs to be updated.

Picture requirements

Picture settings should make sense.

For example, the minimum number of pictures should not exceed the maximum.

Validation during use

The app also validates each step while employees work through the workflow.

If a required action is missing, employees cannot continue to the next step.

How to fix common errors

1. Open the workflow.
2. Check the step order.
3. Review the step settings.
4. Save again.

If the save still fails, correct the specific step that caused the message.

Frequently asked questions

Can I save a workflow with validation errors?

No.

You need to resolve the errors first.

Do employees see configuration errors?

No.

Configuration errors are handled in the BackOffice.

What happens if a referenced form is deleted?

The workflow needs to be updated with a valid form.

Related topics

• Workflows
• Workflow step types
• Create and manage workflows