Primary Role: Workflow Manager
Learning Focus: Apply
Where: Workflow Editor
🧭 Before You Start
Updating a workflow affects current and future users.
Small changes can have reporting and usability impacts.
If you’re unsure whether to update or duplicate, pause and assess first.
🎯 Why This Matters
Updating an existing workflow keeps processes consistent across sites—but changes made without review can confuse users or break reporting.
When You Should Update (vs Create New)
Use Update when:
The workflow purpose stays the same
You’re fixing wording, logic, flow, or usability
You want to avoid duplicate templates
Create a new workflow instead when:
The workflow purpose changes
You need parallel versions
Historical comparison must be preserved
👉 See Copying a Workflow Template to Create a New One
🛠️ How Updating a Workflow Works
When you update a workflow:
You modify an existing published template
The updated version replaces the prior version for new launches
In-progress workflows are not retroactively changed
🛠️ How to Update an Existing Workflow
Step 1: Create a Draft from the Published Workflow
To update a workflow, always start from the latest Published version.
Open ANVL Insights
Go to Mobilize → Editor
Open Published
Select the workflow you want to update
Click Save
This automatically creates a Draft based on the published workflow
💡 Tip
While editing, temporarily add your site name or initials to the draft name to avoid confusion. Remove it before publishing.
Step 2: Edit the Workflow (Design Changes)
Make your updates in the draft.
👉 See Configure a Workflow Template
Use this guide to:
Edit question text and details
Add or remove questions
Update routes or logic
Adjust the workflow name
Step 3: Publish to a Demonstration (UAT) Site
Always test updates before production release.
Publish the draft to a Demonstration / UAT site
When prompted, choose Update (default)
This ensures you update the existing workflow template
Step 4: Test the Updated Workflow
Confirm the update behaves as expected.
Verify flow, questions, and logic
Validate Stops and Interventions
Review completed workflows and Notes
⚠️ Reminder
When testing a newly published workflow, always sign out and sign back in to the ANVL Mobile App / ANVL Workflows to see the latest version.
Step 5: Publish to Production Sites
After testing passes:
Publish the same draft to Production site(s)
Choose Update again to avoid duplicates
Select the appropriate groups (sites)
Final Verification
After publishing to Production:
Refresh the browser page
Open Published
Select one of the Production sites in the Group Selector
Open the workflow
Confirm your latest changes appear
Workflow updates refresh on an ~8-hour cadence, so users may see changes later the same day or the following day.
Key Takeaways
Updates replace the published template for future use
Completed workflows are not affected
Always publish to UAT → Test → Production
Use Update unless you intentionally want a new workflow