Building a Workflow
The Workflow Builder page: creating a workflow, reading the list, the Analytics tab and deleting
The Workflow Builder is where an administrator creates, opens, publishes and deletes workflows. It lives under Settings → Builders → Workflow Builder and needs Care Manager enabled on your account.
Creating a Workflow
- Press Create Workflow.
- Enter a Name, at least one character, and press Save. "Workflow Created" confirms it.
- The workflow appears in the list as a Draft with the current date under Created At.
- Click the name to open the canvas (see The Canvas).
A new workflow is empty: no nodes, no start node. It cannot be published until it has a start node.
The Workflows Tab
Column | Meaning |
|---|---|
Workflow Name | The name you gave; click it to open the canvas. A Default chip marks the workflow set as your default |
Keywords | Keywords attached to the workflow; +N more keywords expands the list, - hide keywords folds it |
Created At/Updated At | When the workflow was created and when it was last saved, with the time |
Status | Published for the live workflow, Draft for every other |
Sessions, Completed, Dropped | How many patients have run through it, finished it and dropped out of it |
Action | The menu with Delete Workflow |
Every column except Action sorts when you click its header. Only one workflow shows Published at a time, because publishing one unpublishes the others (see Publishing and Validation).
Deleting a Workflow
Action → Delete Workflow asks "Are you sure you want to delete the workflow?" with Close and Delete. Deleting removes the workflow from the list; "Workflow Deleted!!" confirms it. Patients already inside a deleted workflow are not moved or closed by the deletion.
Delete drafts you no longer need. To take the live workflow offline, use Unpublish on the canvas instead; a deleted workflow cannot be published again.
The Analytics Tab
The Analytics tab shows how patients have moved through workflows over a date range.
Element | Meaning |
|---|---|
Date range | The days covered; it opens on the last seven days up to yesterday |
Sessions | Patients who entered a workflow in the range |
Active, Completed, Dropped | Of those, how many are still inside, finished, or dropped out, each with its share of Sessions |
Clicks / Session, Time / Session (mins) | Interaction counts and time per run |
The table | One row per patient: Date & Time, Name, Phone Number, the workflow name, and the run's Status |
Clicking a Phone Number opens that patient's conversations.
Where the Rest Happens
- Drawing and editing the design: The Canvas, The Stage Node and the node pages.
- Making the design live and taking it down: Publishing and Validation.
- Watching patients move: The Care Manager Board.
Last updated on