Workflow Definitions

Workflows allow you to define multi-step processes for managing element reviews, approvals, and other structured procedures within your project.

Overview

A workflow definition consists of a series of steps that entities (elements, tasks, RFIs, etc.) move through. Each step can represent an action, an approval gate, or a final state.

Creating a Workflow

1. Navigate to Workflow Definitions in the admin sidebar
2. Click Create
3. Fill in the workflow details:
4. Name - A descriptive name for the workflow
5. Description - Purpose and usage notes
6. Steps - Define the sequence of steps

Workflow Steps

Each workflow can contain multiple steps with different types:

Step Type	Description
Action	A task that needs to be completed
Approval	Requires explicit approval from an assigned user
Final	Terminal state (e.g., Approved, Rejected, Completed)

Managing Workflows

From the workflow definitions list, you can:

• Edit - Modify workflow name, description, or steps
• Activate/Deactivate - Control whether the workflow is available for use
• Delete - Remove unused workflow definitions

Permissions

Creating and managing workflow definitions requires admin access to the project.