Configure workflow step properties

You can configure individual workflow steps to be required, control their visibility, enable auto-completion, and assign them to specific roles within your organization.

Configure workflow step properties

Note: Client and operator variables are no longer displayed in the workflow editor. Note: Empty step groups are not displayed for configuration.

1. Click Workflows in the sidebar.
2. Click Edit next to the workflow you want to modify.
3. Ensure the Workflow tab is selected to view step configurations.
4. To make a workflow step mandatory, toggle the Required switch. Only operators can toggle the 'Required' status. Note that required steps cannot be skipped when they are in a 'Waiting' state.
5. To enable automatic completion for the step, toggle the Auto complete switch. This flag allows future steps in the workflow to be marked for automatic completion, streamlining the process.
6. To control which roles can view the step, adjust the Visibility checkboxes for Client and Installer. The Operator visibility is always enabled and cannot be changed. Notification warnings for workflow steps are now specifically scoped to public actors (Clients and Installers) based on these visibility settings.
7. To assign the step to a specific actor, select an option from the Assignee radio buttons. The options now include new actor types such as Client and Operator, alongside existing roles like Installer, displaying more descriptive names to help you identify the correct assignee.
8. To provide a description for the step that is visible to the Viewer or Assignee, enter the desired text in the respective description fields. This allows you to give specific instructions or context to the individuals involved in the step.

The condition builder interface, used for defining rules and logic within workflow steps (e.g., for conditional visibility or actions), has been significantly improved. It now offers a more intuitive and user-friendly experience for setting up complex conditions, making it easier to define precise workflow behavior.

Configure 'Choice' step properties

For 'Choice' steps, you can now specify Allowed Group IDs. This setting restricts which user groups can interact with or complete this specific 'Choice' step, ensuring that only relevant personnel can make selections.

Additionally, the 'Choice' step now includes a Repeat after injection option. When enabled, this allows the 'Choice' step to be re-executed or re-presented after it has been injected into a workflow, providing flexibility for scenarios where a choice might need to be revisited or changed.

Configure 'Offer Create' step properties

The 'Offer Create' step page UI has been updated for an improved user experience. You can now also configure product tags for offer creation steps. This allows you to associate specific product tags with offers created through this step, enabling better categorization and filtering of products.

Manage Order Field Template Defaults

When configuring an order field template, you can now clear any previously saved default values. This ensures that the field will not pre-populate with an old default, allowing for fresh input or dynamic default assignment.

1. Navigate to the order field template you wish to modify.
2. Locate the field where a default value might be set.
3. Click the Clear default value option (or similar UI element) to remove the saved default.
4. Save your changes.

Configure Custom Fields and Questions

Workflow steps now automatically load and display custom field values directly from templates, including multi-value and file types, when no order-specific value is present. For custom fields and questions within a workflow step, you can configure AI validation prompts to ensure data quality and consistency. Furthermore, questions can now be configured to collect and persist structured order attributes such as name, email, address, customer legal ID, and property, allowing for direct mapping of question responses to specific order data points.

1. Navigate to the custom field or question you wish to configure.
2. To configure AI Validation:
   • Locate the AI Validation Prompt section.
   • Enter a clear and concise prompt that guides the AI on how to validate the field's input. For example, "Ensure the entered phone number is a valid Norwegian mobile number starting with 4 or 9 and is 8 digits long."
3. To configure a question to collect and persist a structured order attribute:
   • Locate the Target Order Attribute setting (or similar UI element) for the question.
   • Select the desired structured order attribute from the available options, such as Name, Email, Phone, Address, Customer Legal ID, or Property Reference. This will link the question's answer directly to that attribute in the order data, ensuring it is collected, persisted, and displayed correctly within the workflow step.
4. Save your changes.

Configure file display in workflow steps

Attached files within workflow steps now feature an improved, automatic layout. The previous grid/list view toggle has been removed, and files are displayed in an optimized, responsive manner. This ensures a consistent and clear presentation of all attached documents and media without requiring manual layout selection.

[New screenshot showing the improved file display layout]

Additionally, the progress of individual workflow steps, showing answered and total required questions, is now visible on the job timeline.

Related articles

• Add steps to a workflow
• Set up a workflow

Need help? Contact Installer.com support.