Configure model workflows

Published

June 26, 2025

Configure workflows to match your organizational needs throughout your model lifecycles. Workflows can be as simple or as complex as required, with multiple and discrete workflows supported for unique triggers and scenarios.

For more assistance configuring workflows, refer to our Workflow configuration examples.

Prerequisites

Create custom workflows

To set up a new custom workflow, you’ll need to complete these three steps in sequence:

  1. Add a new workflow
  2. Configure the workflow steps
  3. Link the workflow together

Add new workflows

To add a new blank workflow:

  1. In the left sidebar, click Settings.

  2. Under Workspace, select Workflows.

  3. Click Add Workflow.

  4. On the Add New Workflow modal, enter in a title and a description the workflow.

  5. Under workflow start, select when the workflow should be initiated:

    • Manually — Start this workflow manually.3
    • On Model Registration — Start this workflow when a model is registered in your model inventory.4
    • On Model Field Change — Start this workflow on a change to a specific model inventory field.5

  6. Under workflow expected duration, define the SLA for the workflow based on the start date in days, weeks, months, or years.

  7. Click Add Workflow to save your blank workflow, and then configure your workflow steps.

4 
Please note that only one workflow can be configured to initiate on model registration.


Register models in the inventory

Configure workflow steps

To add or edit workflow steps:

  1. In the left sidebar, click Settings.

  2. Under Workspace, select Workflows.

  3. Click on the workflow you’d like to modify, then:

    • To add a step, drag and drop a new step onto the canvas.
    • Double-click the new step to open up the configuration modal.

  4. After you’re finished with step configuration, click Update Step to apply your changes.

  5. After you’ve configured a step,6 you can then link your workflow together.

6 To delete a step, refer to: Delete workflow steps

Refer to Setting up model workflows for information on available step types and details on how to set up conditional requirements.

Link workflow together

To initiate the beginning of your workflow:7

7 After you’ve configured your workflow steps, you can then link your workflow together.

  1. Locate the Start of your workflow.

  2. Drag from the at the bottom of Start to the top on the first step of your workflow.

  3. Continue with linking the rest your steps together.

To link subsequent steps together:

  • Click the below or to the right or left of the earlier step and drag it to connect to the top on the subsequent step.
  • You’re also able to link several different steps together at various points in the workflow, including stages that may circle back to previous steps.

Hover over a workflow step to view an animation of the steps connecting to and from that step.

Link approval steps

Approval steps need to be subsequently linked to both a Rejected and an Approved Model Stage Change step:8

  1. First, configure an Approval step.

  2. Then, drag two Model Stage Change steps onto the canvas:

    • Assign a stage associated with rejection to one in the set model stage to field.
    • Assign a stage associated with approval to the other in the set model stage to field.

  3. Then, from the bottom of your Approval step:

    1. Connect the left (red) to your rejection step.9
    2. Connect the right (green) to your approval step.10

9 When complete, the workflow arrow will display as Rejected.

10 When complete, the workflow arrow will display as Approved.

When all your workflow steps have been linked together:

  1. Designate the end of your workflow by dragging an End step onto the canvas.

  2. Link relevant previous steps to the End step by clicking on the bottom of those steps, and dragging to the top of the End step.

  3. When you are finished configuring your workflow, click Save Workflow to apply your changes.

Edit existing workflows

You can edit a workflow in two ways:

  1. In the left sidebar, click Settings.

  2. Under Workspace, select Workflows.

  3. Click on the workflow you’d like to modify to edit the configuration for that workflow.

  1. In the left sidebar, click Inventory.

  2. Select a model or find your model by applying a filter or searching for it.11

  3. On the landing page of your model, locate the active workflows section.

  4. Click on the name of the workflow you’d like to abort to open that specific workflow’s details.

  5. On the workflow’s detail modal, click on the in the top-right hand corner and select Edit Workflow.

  1. Make your desired changes to step configuration12 and step relationships13 on your workflow.

  2. When you are finished, click Save Workflow to apply your changes.

Delete workflow steps

Workflow step deletion is permanent.

Deleting workflow steps on workflows active on models may result in malfunctioning workflows.

  1. Hover over the step until the menu appears, then click on it.

  2. Select Delete.

    On the confirmation dialogue that appears, select OK to confirm deletion.

  3. When you are finished, click Save Workflow to apply your changes.

Delete existing workflows

Workflow deletion is permanent.
  • If a workflow is in use on a model, that model will not be impacted.
  • Deletion will prevent any future runs of that workflow.

  1. In the left sidebar, click Settings.

  2. Under Workspace, select Workflows.

  3. Hover over the workflow you would like to remove until the appears, then click on it.

  4. Select Delete Workflow.

  5. After you confirm, the workflow will be removed and inaccessible by models for any future runs.

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