Workflow Categories must exist at the Group (Site) level before workflows can be deployed. Categories are managed per Group and immediately affect publishing and the end-user experience.

They determine how workflows are organized by Program or Workstream (e.g., Field, Service, JSAs, LPAs) and how they appear in both Mobile and Web. New Groups do not inherit Workflow Categories, and Category Type must be entered in ALL CAPS with no spaces (underscores allowed).

Steps

Workflow Category Creation Guidelines

Always follow these rules when creating categories:

Name: Reflects the program or workstream (e.g., JSAs, Field, Service)
Category Type: must be ALL CAPS and cannot contain spaces. Use underscores (_) as needed.
Choose relevant, non-alerting colors (i.e. no bright red or yellow)
Order categories by frequency of use (Most frequent to least frequent)

Workflow Categories can be created in either of the following ways:

Option 1: +Add Workflow Categories Button

Open Group Management in the ANVL Admin Portal.
Filter for the Group(s) to update.
Select the checkbox next to each Group to update.
Select + Workflow Categories.
Enter the following:
- Name (e.g., Safety)
- Description
- Color (use non-alerting colors)
- Order (most frequent to least frequent)
- Category Type (ALL CAPS, no spaces, underscores allowed)
  - Example: Name = Job Safety Assessments → Type = JOB_SAFETY_ASSESSMENTS
Select + Workflow Categories. Repeat if adding more than one Workflow Category.
Review the details for accuracy. Select Save.

Option 2: Create from the Edit Workflow Categories View

Open Group Management in the ANVL Admin Panel.
Use filters or search to locate the Group to edit.
Scroll right to the Workflow Categories column.
Tip: Re-arrange columns by dragging and dropping them into the desired order for easy editing.
Click into one of the existing Workflow Categories.
Enter the following:
- Name (e.g., Safety)
- Description
- Color (use non-alerting colors)
- Order (most frequent to least frequent)
- Category Type (ALL CAPS, no spaces, underscores allowed)
  - Example: Name = Job Safety Assessments → Type = JOB_SAFETY_ASSESSMENTS
Select + Workflow Categories. Repeat if adding more than one Workflow Category.
If needed, update the Order of the Workflow Categories to sort by frequency of use.
Select Save.

✅What You Should See

Workflow Categories listed for the selected Group(s)
Categories available:
- During workflow template publishing
- When users start a workflow in Mobile or Web