Workflow Builder
Creating and publishing a workflow: the canvas, stage nodes and automation nodes
Building a Workflow
The Workflow Builder page: creating a workflow, reading the list, the Analytics tab and deleting
The Canvas
Placing nodes, connecting outputs, choosing the start node and saving your design
The Stage Node
What a stage is, how a patient is assigned when they enter it, and how its due time drives the board
Stage Tasks
The to-dos a stage creates for the agent: every field, what the agent sees, and how tasks drive the due badge
Manual Call Actions
The three call outcomes a stage can handle, how retries work, and what each outcome does to the patient
Forms and Conditions
Attaching a form to a stage, defining the conditions that move the patient, and what a submission does
Lead Source and Conditions
The node that decides who enters the workflow, and the node that branches on a patient attribute
Delays, Attributes, Tags and End Stage
The automation nodes that wait, change the patient's record, and end the workflow
Publishing and Validation
Save, Publish and Unpublish, the one-live-workflow rule, what publishing checks, and what happens to patients already inside