Set up model workflows

Published

October 3, 2024

Workflows can be configured to match your organizational needs for overseeing model development, validation, or implementation activities.

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

  1. Configure the workflow steps
  2. Link the workflow together

Prerequisites

Configure workflow steps

To add or edit workflow steps:

  1. In the left sidebar, click Settings.

  2. Under Workplace Settings, select Workflows.

  3. Click on Inventory Model:

    • To add a step, drag and drop a new step onto the canvas. Hover over the step until the menu appears, then click on it and select Configure.
    • On the new step, click Configure.
  4. After you’re finished with step configuration, click Save to apply your changes before closing the configuration panel with .

    A gif workflow step configuration

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

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

Available step types

Status Change

  • Transitions a status.
  • Requires available model lifecycle statuses associated with the workflow.3
Status Change step configuration
Field Description
when these conditions are met (optional) Add conditional requirements to qualify for this step.4
set status to Select the status to transition to.

User Action

  • Creates a button that performs an action on behalf of the user.
  • Requires available model lifecycle statuses associated with the workflow.5
User Action step configuration
Field Description
display action button when (optional) Add conditional requirements for displaying this step.6
action button label Text that displays on your action button.
request fields (optional) Include inventory fields alongside your action if desired. Select the field, then click + Add Field to insert.7
to set status Select the status to transition to.

A screenshot showing a User Action step configuration with a request field of Date On Hold

User Action step configuration with a request field of Date on Hold

A screenshot showing the action transition panel with the Date On Hold inventory field

Action transition panel with the Date on Hold inventory field
Example
A Put On Hold action that requests a value in the Date On Hold field, and transitions the model lifecycle status to On Hold.

Approval

  • When your resource reaches the approval step, roles or users in the selected Approval Group will receive your configured message.
  • Requires either a User Role8 or User Type inventory field9 to select from, and must be connected to both an approval and rejection Status Change step.10

Please note that roles or users must be assigned to the Approval Group field before the workflow is transitioned into the Approval step in order for the message to be displayed to those roles or users.

Approval Group step configuration
Field Description
approval group Select the User Role or User Type inventory field that indicates roles or users responsible for approval.
threshold Percentage of approvers required for the resource to be approved.11
approval message When your resource reaches this approval step, the users in the selected group will recieve the following message.

A screenshot showing the approval message shown to the APPROVAL GROUP

Approval message shown to the APPROVAL GROUP

A screenshot showing an APPROVAL GROUP step configuration with a inventory field selection of Approval Users

APPROVAL GROUP step configuration with an inventory field selection of Approval Users
Example
A message shown to the user type inventory field Approval Group users requesting approval of model documentation.

Add conditional requirements

Conditional requirements can be configured for all three available step types:

Step type conditional options
Step type Conditional options
Status Change Under When these conditions are met, you are able to set both AND and OR conditions.
User Action Under Display action button when, you are able to set both AND and OR conditions.
Approval Under Threshold, you are able to set the minimum percentage of approvers required for the resource to be approved.

For Status Change12 and User Action13 conditions, you’re able to add a single independent Rule or a linked condition Group. These rules and groups can be nested if desired:

12 Status Change steps

13 User Action steps

  • Click Rule to add an independent rule.
  • Click Group to add a linked group of rules that all must be true to qualify.

Delete workflow steps

  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.

What’s next