⚠️ Heads up: Every change here is live. Edits can immediately affect users and their experience. Move carefully, verify one change at a time, and double-check your work as you go.
Making Edits
You can update most group details inline, including:
Group Name
Time Zone
Emergency Name
Emergency Phone
Work Folder/Item Categories (Work First Only)
Workflow Categories
Tags (in Valid JSON)
Workflow Thresholds
✅ Tip: Edit one field at a time to avoid overwriting or mixing up data.
Workflow Thresholds
Define how workflows behave and how user activity is monitored.
Setting | What It Controls | Typical Setting |
Timeout (hrs) | How long users have to complete a workflow. | 24 |
Add Note (hrs) | How long users can add notes after completion. | 24 |
Assessment Watch (hrs) | When users appear yellow (inactive warning). | 72 |
Assessment Warn (hrs) | When users appear red (inactive alert). | 96 |
These thresholds directly affect how users show up in ANVL’s Users page — useful for monitoring engagement and performance.
Workflow & Work Item Categories
Workflow Categories
Used in the Workflows app to organize what frontline users see.
You can:
Add categories with a Name, Description, Color, Type, and Order.
Delete categories (⚠️ Deleting removes all workflows in that category).
Important: Before deleting a category, republish affected workflows to a different category using the Editor.
Adding Workflow Categories
Select one or more groups using the left-hand checkboxes.
Click Workflow Categories.
Fill in:
Name
Description
Color
Type (usually matches name)
Order (controls display order)
Click Save to apply.
Work Folder/Item Categories
For teams using Work Folders, these categorize different types of field work.
If your org is Workflow First, you can leave this section as-is.
The default work item category is the one that appears first — use your most common or high-volume category here.
Adding Work Folder/Item Categories
Select one or more groups using the left-hand checkboxes.
Click Work Item Categories
Fill in:
Name
Optional: Check Default
Click Save to apply.
Best Practices
Verify each change before moving to the next.
Avoid bulk updates unless necessary.
Remember: these are live edits.
Always republish workflows before deleting any categories.