As a LearnPlatform administrator, you can can create workflows that trigger product vetting processes. These processes can include a variety of steps and conditions for assigning reviewers, changing tags, changing statuses, sending email notifications, and other actions that are performed automatically.
Note: You can also create date-driven product workflows.
Open Settings
Click the Settings link.
Open Workflows
Click the Workflows tile.
Open Workflow Builder
Click the Workflow Builder drop-down menu [1]. Then click the Product Vetting Template link [2].
Enter Workflow Details
In the first part of the Workflow Builder, enter details about the workflow:
- Name [1]: Delete the default text and enter an intuitive and meaningful workflow name.
- Description [2]: Enter a description that is visible only to LearnPlatform administrators.
- Workflow Type [3]: Set to Product Vetting.
To allow LearnPlatform administrators to view automatically-generated summaries after the workflow is completed, click the Enable AI-generated summaries for this workflow checkbox [4].
Select Starting Event Form
The workflow begins when a user submits a product request form. To select a form, click the Form drop-down menu. You can select the System Default Request Form or a custom form. Learn more about forms.
Note: Forms are assigned to products by status. You can therefore customize questions and workflows per status. For example, products with a status of Not in Library or Reviewed & Denied can have different forms and workflows.
Manage Automations
Automations [1] are the actions you want the system to perform when the workflow is triggered and as it progresses.
To add additional automation actions, click the Add Automation button [2].
You can also add steps beyond the starting event. To add steps, click the Add Step button [3].
To remove any automation, click the Delete icon [4].
Learn more about adding automations and steps to a workflow.
Note: Automations that happen at the beginning of the workflow happen immediately after the workflow is triggered. Automations that are added onto steps happen after the step is completed.
Preview and Save
After completing the fields in the Workflow Builder, you can preview the workflow or save it. To preview the workflow in a linear diagram, click the Preview button.
To save the workflow in an inactive state, click the Save Workflow button [2].
Note: If you navigate away from the workflow builder with unsaved changes, you will be prompted to save or discard the changes.
Publish Workflow
By default, saved workflows are inactive/unpublished. To activate/publish a workflow from the Workflows page, click the Active toggle button on.
The workflow is triggered once a day for all products that meet the triggering condition.
You can manage workflows from the Workflows Management page.
