A workflow is a repeatable set of steps. If you think of a process as “what” you need to do (i.e. new staff onboarding), a workflow helps you accomplish this by allowing you to create each of the steps necessary to complete the workflow, e.g., sending emails, having documentation signed or updating your MIS.
To add a workflow step, you will need to be an editor of the workflow. This is normally when you have created the workflow yourself or when the creator gave you the permissions to be an 'editor'.
How do you begin a Workflow?
Once you are within the Arbor Workflows Platform, either from within the MIS or logged in via the login link you will land on your homepage. You will be defaulted to the 'My Things' tab upon gaining access.
You will you need to select the 'Workflows' heading. You will see if heading if you have permission to view or edit workflow builds. For this task, you will need to be able to edit them.
You will be presented a dropdown with any workflows you currently have 'edit' access to and the option to create your own via the '+ Workflow' button.
To edit a workflow you have edit access to, select the workflow title to open the workflow builder. When selecting 'Start from scratch' you will need to name your workflow and select the collection it belongs to.
How do you add a step to a Workflow?
To add a step to a workflow, you will use the green icon on the left-hand side. This will open a toolbox of options. These will be the workflow steps that are available to you on your organisations tier and package. From here, you can select which action to take.
You are able to select the appropriate step and start building and iterating your workflow.
We have created some handy guides to take you through each of the options and steps from the toolbox. Use the links below to access these:
What if I want to add a step between two pre-existing steps?
If you’ve already completed your workflow but would like to add an extra step between two existing steps, this is also nice and easy. Simply select the + icon which sits between each of the existing steps. This will create a step that sits between the two pre-existing steps. Everything else related to creating a step will be identical.
It is really important to note that if this has now changed the position of 'tags' within the downstream steps and therefore this data has moved position. You will need to go through the subsequent steps and re-tag any data that has moved. This will be shown by our issue checker which will turn these tags red and show a red triangle on the step this relates to. You can find out more information about tags here: Adding a Tag
Can I change the order of my steps?
Discovered that your steps are in the wrong order? Not to worry. You can use our clever drag and drop tool to easily grab a step and move it to where you would like it to appear in your workflow. You may need to re-tag any information that the steps rely on as this may have changed position.