Setting up workflows

Configure workflows to match your organizational needs for overseeing model development, validation, implementation, ongoing monitoring, auditing, or other risk management activities.

• Models in your model inventory transition through your organization’s custom model lifecycles via model stages, which are in turn manipulated via workflows.
• Workflows are comprised of workflow steps,¹ and have their own workflow states² discrete from model stages.
• Some step types allow you to define conditional requirements,³ providing flexible customization.

¹ Workflow step types

² Workflow states

³ Conditional requirements

Workflow setup

Workflow elements

A workflow is comprised of an interplay of these elements:

• Workflow step types
• Conditional requirements
• Workflow states

Workflow step types

For more assistance configuring workflow step types, refer to our Workflow configuration examples.

Transitions

Model Stage Change

• Transitions a model into another stage.
• Requires available model stages associated with the workflow.⁴

⁴ Manage model stages

Model Stage Change step configuration

Field	Description
when these conditions are met (optional)	Add conditional requirements to qualify for this step.5
set model stage to	Select the model stage to transition to.

⁵  Conditional requirements

Workflow State Change

Transitions the workflow into another workflow state.⁶

⁶ Workflow states

Workflow State Change step configuration

Field	Description
set workflow state to	Select or add7 the workflow state to transition the workflow to.
progress	Indicate the progress of the workflow at this transition into the next state.

⁷ Click Add New State to create a new state unique to this workflow.

Actions

User Action v2

Creates a button that performs an action on behalf of the user.

User Action v2 step configuration

Field	Description
display action button when (optional)	Add conditional requirements for displaying this step.8
action button label	Text that displays on your action button.
request fields (optional)	Include required inventory fields alongside your action.9
user action deadline (optional)	Include a deadline for when users should complete this action by.10
optional fields (optional)	Include optional inventory fields alongside your action.11

⁸ Conditional requirements

⁹ 
• Select the field, then click Add Field to insert.
• Manage model inventory fields

Users must have write permissions for the field in order to enter values.

¹⁰ Toggle Enable deadline on to configure a deadline.

¹¹ 
• Select the field, then click Add Field to insert.
• Manage model inventory fields

Users must have write permissions for the field in order to enter values.

Approval

Display a preconfigured message to users in the selected approval group.

• Select from either User Roles, Model Stakeholder Types,or either User Role or User Type inventory field.¹²
• Must be connected to both a rejection and approval Model Stage Change step.¹³

¹² Conditional requirements

¹³ Configure workflows:

1. Configure two Model Stage Change steps for your associated rejection and approval stages.
2. Then, from the bottom of your Approval step:
   1. Connect the left (red) to your rejection step.
   2. Connect the right (green) to your approval step.

Approval step configuration

Field	Description
approval group	Select the roles, stakeholders, or user fields responsible for approval.
fields to review (optional)	Select the model inventory fields shown to approvers for read-only review.
Approval Message	When your workflow reaches this Approval step, the selected approval group will shown this message.14

¹⁴ Enter in a title and a message to display.

Broadcast

Send email notifications to users in selected groups.

Select from either User Roles or Model Stakeholder Types.¹⁵

¹⁵ Conditional requirements

Broadcast step configuration

Field	Description
Select roles	Select the Model Stakeholder Types or User Roles to receive the email.
subject	Enter the subject of the email.
message	Enter the body of the email.16

¹⁶ Use the rich text editor to compose your message:

1. Include optional details about the model the workflow is running on using the { } Insert Variable drop-down.
2. Click on the Preview tab and choose a model under select model for preview to confirm how the notification will appear when rendered.

Conditional

Condition Branch

• Allows diverging paths based on conditional requirements.
• A default branch will be automatically included as a catch-all else path to ensure that your conditional logic is complete.

Workflows cannot be saved until condition branches are connected to other steps.

To configure a condition branch:

1. On the Configure Condition Branch modal, click Add Branch.

2. Enter in the path name and designate the conditions¹⁷ that apply to this path.

3. Continue with steps 1 and 2 until your conditional branch logic is complete.

   To remove a path, click and select Remove Path.

4. When you are finished setting up all your branch paths, click Update Step to save your step.

   Proceed with linking the Condition Branch with your subsequent steps.¹⁸

¹⁷ Conditional requirements

¹⁸ Link workflow together

Wait

• Creates a time condition for displaying next available action.¹⁹
• Used to enforce a time delay or a calendar date milestone.

¹⁹ Conditional requirements

NoneTime stamp configuration is in the current user’s timezone.

Other users viewing those fields or the workflow will see the value automatically in their timezone.

To configure a wait step, select when you would like to resume workflow:

Wait step configuration

Option	Required field(s)	Description
After Time Interval	wait duration	Wait for a set amount of time. Applies to all models under the workflow.
At Specified Date	wait until	Wait until a specific timestamp. Applies to all models under the workflow. If the milestone date inputted is in the past, the next workflow step will display immediately.
At Specified Date on Model Field	model field20	Wait until a specific timestamp as defined by a model inventory field on a per model basis. If the selected field is empty21 or the milestone date inputted is in the past, the next workflow step will display immediately.
Time Delta from Specified Date on Model Field	model field,22 time delta direction, wait duration	Wait for a calculated time relative to a date in a model field on a per model basis. If the selected field is empty23 or the milestone date inputted is in the past, the next workflow step will display immediately.

²⁰ Manage model inventory fields

²¹ Make model inventory fields required when creating models to ensure necessary fields have valid values.

²² Manage model inventory fields

²³ Make model inventory fields required when creating models to ensure necessary fields have valid values.

Workflow Logic

Run Workflow

Triggers another workflow indicated by select workflow to run, allowing you to chain workflows.

End

• Designates the end of your workflow.
• Use this step when all of your other steps have been configured and linked together.²⁴

²⁴ Link workflow together

Conditional requirements

Configure conditional requirements for the following step types:²⁵

²⁵ Workflow step types

Transitions

Model Stage Change

optional

1. Under when these conditions are met, set your AND and OR conditions.

2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

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

Actions

User Action v2

optional

User display rules

1. Under display action button when, set your AND and OR conditions.
2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:
   • Click Add Rule to add an independent rule.
   • Click Add Group to add a linked group of rules that all must be true to qualify.

Require model inventory fields

• Select any requested fields²⁶ to be entered by users during the action.
• Toggle Optional to on if the field should be optional and not required.

²⁶ Manage model inventory fields

Enable user action deadline

1. Toggle Enable deadline on to configure a user action deadline for when users should complete this action by.
2. Then, under end action: select the type of deadline:
   • After Time Interval — Set the amount and unit of the deadline.
   • At Specified Date — Set the date and time the action should wait until.
   • At Specified Date on Model Field — Select a date, date time, or calculated model field that defines the deadline.
   • Time Delta from Specified Date on Model Field — Select a date, date time, or calculated model field to calculate a deadline from, then set a time delta direction and wait duration.

Approval

1. Click Add Rule under approval group to set your AND conditions.²⁷

   Select from either User Roles,²⁸ Model Stakeholder Types,²⁹ or User Type inventory field³⁰ for your approval group.

2. Select the fields to review shown to your approval groups as read-only fields.

²⁷ One approver per rule must provide approval.

²⁸ Manage roles

²⁹ Manage model stakeholder types

³⁰ Manage model inventory fields

Broadcast

Select from either Model Stakeholder Types³¹ or User Roles.³²

³¹ Manage model stakeholder types

³² Manage roles

Conditional

Condition Branch

1. Under each branch’s conditions, set your AND and OR conditions.

2. Add a single independent rule or a linked condition group. These rules and groups can be nested if desired:

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

Wait

Select when you would like to resume workflow:

• After Time Interval — Set the wait duration in minutes, hours, or days.
• At Specified Date — Set a time to wait until as defined by a specific timestamp.
• At Specified Date on Model Field — Set the model field³³ with a valid Date or Date Time type model inventory field that defines the specific timestamp on a per model basis.
• Time Delta from Specified Date on Model Field —
  1. Set the model field³⁴ with a valid Date or Date Time type model inventory field that defines the specific timestamp on a per model basis.
  2. Select a time delta direction relative to your selected field.
  3. Enter in a wait duration in minutes, hours, days, or months for the delta.

³³ Manage model inventory fields

³⁴ Manage model inventory fields

Workflow states

Workflow states are statuses unique to a specific workflow, discrete from model stages.³⁵

³⁵ Manage model stages

Add workflow states

Add workflow states by either while configuring a Workflow State Change step,³⁶ or via the Settings page:

³⁶ Configure workflow steps

1. In the left sidebar, click Settings.

2. Under Workspace, select Workflow States.

3. Click on the workflow you’d like to modify workflow states for.

4. Click Add New Workflow State.

5. Enter in a name and a description, then select a color for your workflow state.

6. Click Save to create the workflow state.

Delete workflow states

ImportantWorkflow state deletion is permanent.

If a state is or was previously in use on a workflow within a Workflow State Change step, the state cannot be deleted.

1. In the left sidebar, click Settings.

2. Under Workspace, select Workflow States.

3. Click on the workflow you’d like to delete workflow states for.

4. Hover over the workflow state until the appears, then click on it.

5. After you confirm, the workflow state will be removed.

What’s next

• Working with workflows