Primary Role: Business Administrator (BA)
Focus: Learn
Where: ANVL Workflows, Editor, Admin Portal
🧭 Before You Start
This article is a reference for understanding how Workflow Categories behave.
Use it before creating, editing, or deleting Workflow Categories in Group Management.
🎯Why It Matters
Workflow Categories are required before workflows can be deployed to a Group
They organize workflows by program or workstream
Categories control how workflows appear to users and Workflow Managers
⏱️When to Use This
Setting up a new Group (Site)
Planning workflow programs or workstreams
Reviewing how workflows are organized and displayed
Before adding, editing, or deleting Workflow Categories
📝What Workflow Categories Are
Group-level classifications used to organize Workflow Templates
Visible to:
End users when starting a workflow (Mobile & Web)
Workflow Managers when publishing templates
Required for:
Workflow deployment
Workflow selection
📝How Workflow Categories Are Used
For End Users
Categories appear when selecting the type of workflow to start
Help users find the correct workflow quickly
For Workflow Managers
Categories must exist in the Group before a workflow template can be published
Categories determine where workflows are grouped and displayed
If a Category does not exist for the Group, it cannot be selected during workflow template publishing.
Example of Workflow Categories in the ANVL Mobile App (Quality, Task Planning)
Workflow Categories available to Workflow Managers when publishing workflow templates.
📝Key Characteristics
Categories are Group-specific
New Groups do not inherit Workflow Categories
Category Type is defined at creation and cannot be changed
Categories must be managed intentionally to avoid disruption
⚠️Watch Out For…
Deleting a Workflow Category requires preparation and Support involvement
Missing categories block workflow deployment
Changes affect all users assigned to the Group
✅What You Should See
Clear Workflow Categories that reflect programs or workstreams
Categories consistently available during:
Workflow publishing
Workflow start by users
🔗 Related Articles
To create new categories, see Add Workflow Categories
To update or delete existing categories, see Edit Workflow Categories
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal