Accessing the Editor

Login to the Anvl Manager Dashboard at insights.anvl.com.
In the top-right corner, click the caret menu next “Welcome, Back [Your Name]!” to open the dropdown menu.
Click Editor.

Note: If you don't see the Editor option in the menu, 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
1. Start Node: Required starting point.
2. End Node: Required (one or more); Completes the workflow.
3. 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.
	Open Text Question	Allows the user to input free text.
	Open Text with Photo Upload	Combines open text input with the ability to upload a single photo.
	Open Text with Multiple Photo Upload	Allows users to input text and upload multiple photos.
	List with Photo Upload	Users review the list and can upload a single photo.
	Text List with Buttons	Users review the list and can upload a use Buttons for interaction.
	Open Text with Photo Upload and Buttons	Combines text input, photo upload, and interactive buttons.
	Open Text with Multiple Photo Upload and Buttons	Combines text input, photo upload, and interactive buttons.
	E-Signature	Enables users to provide a digital signature.
	Checklist Question	Provides a list of items for users to select.
	Multi-Select Question with Question per Question	Allows users to select multiple options, each with its own follow-up question.
	Follow-up Questions (one per Item)
	Checklist Radio Question	A checklist with radio button options for single selection.
	Automated Info with Buttons	Displays Work Item details for review.
	Editable List Employee Addition	Allows users to add new employees to a Work folder (Work-first Orgs only)
	User Selection	Enables users to select one or more other employees for documentation.
	Editable List in Progress Notification	Provides notifications to selected users.
	Notice Screen with Buttons and Links	Notice Screen with Buttons and Links

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”