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Job Workflows

Configure job workflows to control status change flow

Updated today

Job workflow is an advanced feature that allows admin users to control and determine what job status can be selected based on a pre-configured status flow and apply it to a Job Type as well as User Group.

Configure Job Workflows

First, navigate to the Job Workflow settings area. By default, there is a system workflow that has been set up. This has restrictions configured, so you can either edit the existing one, or add a new one.
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Once you click into creating a new workflow, you will have a number of items to configure.
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The Type name and Starting Status are compulsory. The name should be unique so you can easily identify what the workflow is for. The starting status determines what status the job will be created in. You can also configure different status flows based on user group.

Each one of the statuses on the Y Axis determines the start of the workflow configuration, and the X Axis status determines what is selectable after.

You can also prefill based on another workflow, if you already have one created that just needs to be adjusted, or you can select all and remove options as required.

Once you have configured your workflow, the next step is to apply it to a Job Type.

Applying Workflow to Job Type

Navigate to Job Type settings.

Determine which Job type you wish to apply the workflow against. This can be either a parent or child job type. Click View.

Under the Workflow section select the desired Workflow from the drop-down list.

Now, all jobs of that job type will obey the pre-configured workflow.


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