Add steps to a workflow

Last updated: July 28, 2026

You can customize workflows by adding steps to guide your team through tasks and ensure consistency.

Create a workflow

  1. Click Settings in the sidebar.

  2. Click Workflows under the "Operations" section.

  3. Click + Create new workflow.

New workflows start with no steps, requiring you to add them.

Configure workflow steps

The workflow editor now features a wider steps list, allowing for a more comprehensive overview. Even when the feature flag for step page versions is enabled, the step page defaults to version 1. Users must explicitly opt into version 2. Note that in the offer creation UI within workflow steps (v2), the 'Create offer' heading and 'Active' badge are now hidden.

To configure a step:

  1. Enter a Step Name.

  2. Add content using the rich text editor.

  3. Select an Assignee. You can now assign workflow steps to a wider range of actor types, including the newly introduced Client and Operator roles, in addition to Installer. The actor names displayed are now correctly and more descriptively shown when adding or injecting workflow steps. You can also customize these default actor names to better suit your organization's terminology.

  4. Check Visibility for the desired actors.

  5. Note that client users will not see input fields on workflow steps where they are not the designated actor, even if the step is visible to them.

  6. Client actors cannot add steps to a workflow.

  7. Note that empty step groups are not displayed.

Add a new step

There are two ways to add new steps to your workflow:

  1. Add at the end: a. Click Add at the top of the editor. b. In the 'Add Step' dialog, select a step type from the available OptionCards, each represented by a card with an icon and name (e.g., Standard step, Offer Pay, Offer Payout). By default, only insertable steps are displayed. Non-insertable steps are visible to operators. c. Configure the new step by repeating the actions from step 1.

  2. Add before or after an existing step: a. Navigate to the workflow you wish to edit. b. Locate the step where you want to add a new step. c. Click the three dots icon (ellipsis) next to the step name. d. Select Add step before or Add step after from the dropdown menu. e. In the 'Add Step' dialog, select a step type from the available OptionCards, each represented by a card with an icon and name (e.g., Standard step, Offer Pay, Offer Payout), and configure the new step.

Choice step (v2)

The 'Choice' step has been updated with a new v2 user interface, offering enhanced functionality for creating dynamic decision points in your workflow. This step allows you to present multiple options to the user, guiding them down different paths based on their selection. The new interface provides a more intuitive way to define choices and their subsequent actions.

SMS steps

SMS messages sent via workflow steps will now be skipped if the recipient's phone number is detected as a landline. The task status for such messages will reflect 'Skipped' with a reason.

Adding images to questions and alternatives

When configuring steps that include questions with multiple-choice alternatives, you can now enhance clarity by adding images to both the questions and their individual alternatives. This can be done through the image upload option available in the question and alternative settings.

Order-attribute questions

You can add order-attribute questions to your workflow steps to automatically prefill information from the associated order. When configuring an order-attribute question, select the specific order attribute you wish to capture or display. During workflow execution, these questions will automatically populate with the corresponding data from the order, reducing manual data entry and ensuring accuracy.

Linking Template Questions to Order Attributes

You can also link existing workflow template questions to specific order attributes. This allows you to reuse predefined questions and have their answers automatically populate or update the corresponding order attribute. When configuring a template question within a workflow step, look for an option to "Link to Order Attribute" or similar. Select the desired order attribute from the dropdown list. The answer provided for this template question during workflow execution will then be associated with the chosen order attribute.

Delete an active step

You can delete active steps within a job workflow.

  1. Navigate to the workflow you wish to edit.
  2. Locate the step you want to delete.
  3. Click the three dots icon (ellipsis) next to the step name.
  4. Select Delete step from the dropdown menu.
  5. Confirm the deletion when prompted.

Save or publish

When saving your workflow, any tasks added to its steps will now save reliably. Workflow templates can now be updated even if they result in an empty set of steps, which previously caused an error.

  1. Click Save draft to save your progress without making the workflow active.

  2. Click Publish to make the workflow live and available for use.

Need help? Contact Installer.com support.