Accessing the Editor
Login to the Anvl Manager Dashboard at insights.anvl.com.
In the far left, look for "MobilizeAI"
Use the MobilizeAI interface to upload existing docs, use the chat and voice prompts to create workflows.
Press "Editor" in far right to access the drag and drop workflow editor.
Note: If you don't see the MobilizeAI logo on the dashboard, contact your Anvl point of contact to request access.
Navigating the Editor
The left-hand menu (☰ icon) allows you to toggle groups, Published workflows, and Drafts.
Published: All active workflows.
Drafts: In-progress workflow templates.
Groups: Use the Group drop-down menu to toggle between Groups and see the corresponding workflows.
The workflow diagram appears in the middle of the Editor screen.
Select a Published or Draft workflow to open the right-hand menu.
Workflow: Details of the workflow template.
Name: The name of the workflow template that is displayed to the end-user.
Categories: Groupings of similar workflow questions that are displayed as sections.
Where does this appear to the end-user? At the bottom of the screen when completing the workflow and on the completed workflow page.
Save: save the template as a Draft.
The button to open Mobilize is also on the right-hand side of the screen. Use Mobilize to generate new workflow templates instead of starting from an existing template.
Creating a New Workflow with Mobilize
Click Mobilize (top-right corner).
Choose an input method:
Type a text prompt (e.g., “Generate a Lockout / Tagout workflow”) and select Send.
Upload a file. Wait for the file to process.
Use both text and file input.
Click Generate Template once processing is complete and enter a name for the draft.
The new workflow draft will appear under "Drafts."
Understanding Workflow Components
Every workflow consists of:
Workflow Questions: Core content of the workflow.
Routes: The pathways of the workflow (Default, Rule).
Nodes
Start Node: Required starting point.
End Node: Required (one or more); Completes the workflow.
Notes Node: Required starting point for Notes added after the workflow is completed.
Back to Dashboard: Optional node that sends the user back to the Anvl app dashboard and keeps the workflow in-progress.
Editing Workflows
Click on a workflow in Drafts.
Add new questions:
Open the library.
Drag & drop new questions into the workflow diagram.
Edit questions: Click a question to modify text, type, category, and other configurable options.
Delete questions (⚠️ Deleting existing questions may break reports): Select the Question and hit the backspace/delete key.
Configure Routes (workflow paths): Drag from one node to another to create new routes.
Default Route: The standard path if no conditions apply.
Rule-Based Route: Conditional logic paths (e.g., If user selects “No,” follow a different branch).
Configuring Routes
Routes determine the pathway a user follows throughout the workflow. To create a new route, drag from the endpoint of one question to the starting point of the next question.
Each question must have one default route leading from it. Routes are color-coded by their type:
Blue: Default
Yellow: Intervention
Red: Stop
Black: Rule
When you click on a route, you have configuration options:
Type: Default or Rule
Default: The standard pathway
Rule: Follows conditional logic
Launch New Workflow: Select a workflow to launch from that pathway
Escalation Type: None, Intervention, or Stop
For Rule routes, use the Rule Builder to set up the logic:
Match: User input must exactly match the selected value
Any of These: User can select any of the checked options
All of These: User must select all options (used with checklist and multi-select questions)
For Advanced Rule Logic, click the code editor button (stars) to set up advanced logic. To return to the Rule Builder, click the wrench icon.
Publishing a Workflow Template
Open Drafts in the left-hand menu.
Click the Rocket Icon (🚀) next to the workflow.
Choose to update an existing template or create a new one:
Update: Modifies an existing workflow.
Create: Generates a new workflow template.
Assign the workflow category and groups.
Click Publish. If configurations are incomplete, an error message will appear.
The workflow will now be available under Published workflows.
Delete a Workflow Draft
Open Drafts in the left-hand menu.
Click the Trash Can Icon (🗑️) next to the workflow.
NOTE: The draft will now be deleted for everyone.
Question Types Overview
Icon | Question Type | Description | Screenshots |
| Yes/No Question | A simple question that requires a ‘Yes’ or 'No' response. |
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| Open Text Question | Allows the user to input free text. |
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| Open Text with Photo Upload | Combines open text input with the ability to upload a single photo. |
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| Open Text with Multiple Photo Upload | Allows users to input text and upload multiple photos. |
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| List with Photo Upload | Users review the list and can upload a single photo. |
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| Text List with Buttons | Users review the list and can upload a use Buttons for interaction. |
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| Open Text with Photo Upload and Buttons | Combines text input, photo upload, and interactive buttons. |
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| Open Text with Multiple Photo Upload and Buttons | Combines text input, photo upload, and interactive buttons. |
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| E-Signature | Enables users to provide a digital signature. |
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| Checklist Question | Provides a list of items for users to select. |
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| Multi-Select Question with Question per Question | Allows users to select multiple options, each with its own follow-up question. |
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| Follow-up Questions (one per Item) |
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| Checklist Radio Question | A checklist with radio button options for single selection. |
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| Automated Info with Buttons | Displays Work Item details for review. |
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| Editable List Employee Addition | Allows users to add new employees to a Work folder (Work-first Orgs only) |
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| User Selection | Enables users to select one or more other employees for documentation. |
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| Editable List in Progress Notification | Provides notifications to selected users. |
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| Notice Screen with Buttons and Links | Notice Screen with Buttons and Links |
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JSON Logic Guide for Advanced Workflow Logic
Use this guide to apply logic rules in workflows (e.g., show/hide fields, require answers, etc.).
Format
Each logic rule uses this structure:
{ "operator": [ value1, value2 ] }
Variables
To reference a field’s answer:
{ "var": "Field Name" }
Field names are case-sensitive. Use the exact label from the workflow.
Logic Nesting
Operators can be nested inside each other for more complex conditions.
{"or":[{"in":["Eye Protection",{"var":"response"}]},{"in":["Face Shields",{"var":"response"}]}]}
The example above reads as: If the response is either “Eye Protection” OR “Face Shields”
Supported Operators
"==", Equals
"!=", Not equal
"!", NOT (negation)
"in", Checks if a value exists in a list (used for checkboxes / multi-select)
"and", Returns true if all conditions are true
"or", Returns true if any condition is true