Primary Role: Workflow Manager
Learning Focus: Apply
Where: Workflow Editor
When to Use This
Use this process when:
A workflow is already built and published
You want to make it available to one or more new groups (sites)
The workflow content does not need to change
If you need to change questions, routing, or logic first, update the workflow before publishing it to new groups.
🛠️ How to Publish an Existing Workflow to a New Group
Open ANVL Manager
Navigate to Mobilize → Editor
Open Published in the left-hand menu
Select the workflow you want to publish to a new group
Click Save
This creates a Draft based on the published workflow
Follow the steps in Publish a Workflow to Production Sites
🔍 Verify the Publish
After publishing:
Refresh the browser page
Open Published
Use the Group Selector to select the new group
Locate and open the workflow
Confirm it appears as expected
⚠️ Workflow visibility follows an ~8-hour refresh cadence, so users will see the workflow the following day.
✅ What You Should See
The workflow remains the same template
It appears under Published for the newly selected group(s)
Existing groups are unaffected
⚠️ Important Notes
Always choose Update unless you intentionally want a new workflow template
Choosing Create Template will result in a duplicate workflow
If the workflow was recently published, users may need to sign out and back in to see it immediately
🔑 Key Takeaways
Use this process to extend workflows to new groups
No content changes are required
Update = same workflow, more groups
Verify group visibility after publishing