Learn how to create a workflow that can be used as your process for investigating a Report.
Workflows are a powerful feature in Whispli that helps you establish the process that you want your Reports investigated with. Setting up Workflows in Whispli is very similar to how you would set up a Channel and in this knowledge article, as well as this demonstration, we will walk you through the process.
Creating A New Workflow
To create a new Workflow, click on "Workflows" in the left-hand menu and then name your Workflow. After completing this step, you will be taken to the question builder page for Workflows.
Creating Questions For Your Workflow
The question builder for developing questions for your Workflow is exactly the same as what you use for developing a questionnaire in Channels.
For more detailed information on how to build questions in Whispli, please read our knowledge articles on What question types can I use in a Workflow? and How can I update my Workflow if it's already "Live"?
Creating Steps In Your Workflow
In your Workflow, you can also create "steps" of sections of the Workflow that help group questions in one area and also help show a progression to the case managers using the Workflow.
To learn more about creating steps, reordering them, and deleting them, please read our knowledge article How do you create steps for your Workflow & re-order them?