Answer
Use workflow template tags to control how workflows are labeled, grouped, and analyzed in reporting. These tags apply to the workflow template, not to individual questions or individual submissions.
Workflow template tags are commonly used to:
group similar workflows together in reporting
label workflows consistently in dashboards and filters
support drilldown and analytics across sites, languages, or programs
Because these tags affect reporting across the organization, changes should be made carefully and tested before broad rollout.
Steps
Open ANVL Insights.
Go to Mobilize → Editor.
Open the workflow template you want to update.
Find the Tags field on the workflow template.
Review the current tag values.
Update the tags using the approved JSON format.
For easier editing, copy the full tag string into a plain-text editor, make your changes there, then paste it back into the Tags field.
Tag:
[{"reportName":"Heavy Equipment & Field Maintenance JSA"},{"workflowType":"JSA"},{"Language":"English (US)"},{"languageCode":"en-US"}]Save your changes.
Publish the workflow to the applicable Group(s).
Test the reporting results before broad rollout.
Example of how Workflows are grouped in Power BI filters by template-level tags. In this example "Equipment Inspection" and "JSA" are configured as workflow Type tags.
Standard workflow template tags
reportName
Use this to define the workflow name as it should appear in reporting.
Example:
{"reportName":"Heavy Equipment & Field Maintenance JSA"}workflowType
Use this to group similar workflows together for analysis.
Example:
{"workflowType":"JSA"}This allows different workflows, such as In-Shop JSA and Field JSA, to be analyzed together.
language / languageCode
Use these in multi-language environments to identify the workflow language.
Example:
{"Language":"English (US)"},{"languageCode":"en-US"}
Common tag pattern
A template may include multiple tags together, for example:
[{"reportName":"Heavy Equipment & Field Maintenance JSA"},{"workflowType":"JSA"},{"Language":"English (US)"},{"languageCode":"en-US"}]
Helpful notes
Workflow template tags are different from question-level tags.
Template tags apply to the workflow as a whole.
Question-level tags apply to individual questions and responses.
Changing tags on active templates can affect both existing and future reporting.
Use consistent values across similar workflows to avoid broken grouping or duplicate report entries.