Answer
Workflow Categories must exist at the Group level before workflows can be published to that Group. They organize workflows by program or workstream, such as JSAs, LPAs, Field, or Service, and affect both publishing and the end-user workflow selection experience in ANVL Workflows.
New Groups do not inherit Workflow Categories, so they must be added separately for each Group.
When creating categories:
Name should reflect the program or workstream
Category Type must be entered in ALL CAPS
Category Type cannot contain spaces
use underscores (
_) if neededchoose a clear, non-alerting color
order categories from most frequently used to least frequently used
Steps
Open ANVL Insights.
Select Welcome, [Your Name].
Select Admin Portal.
Open Group Management.
Locate the Group you want to update.
You can add Workflow Categories in either of these ways:
Option 1: Use the + Workflow Categories button
In Group Management, select the checkbox next to the Group or Groups you want to update.
Select + Workflow Categories.
Enter the category details:
Name
Description
Color
Order
Category Type
Select + Workflow Categories again if you need to add more than one.
Review the entries for accuracy.
Select Save.
Option 2: Add them from the Workflow Categories column
In Group Management, locate the Workflow Categories column.
Click into one of the existing Workflow Categories fields for the Group.
Enter the category details:
Name
Description
Color
Order
Category Type
Select + Workflow Categories to add additional categories if needed.
Update the Order if needed so the categories appear in the desired sequence.
Select Save.
Use these formatting rules when entering the category:
Name example:
Job Safety AssessmentsCategory Type example:
JOB_SAFETY_ASSESSMENTS
After saving, confirm the categories appear for the selected Group and are available:
during workflow publishing in Editor
when users start a workflow in ANVL Workflows
Workflow Categories successfully listed for the selected Group in ANVL Workflows Mobile app.
Workflow Categories available during workflow publishing in Editor.
Important notes
Workflow Categories are managed per Group.
They affect workflow deployment immediately.
They also affect how workflows appear to users in mobile and web.
New Groups must have categories added manually.
If your organization uses Work Folders, you may also need to add Work Folder Categories separately.