Answer
Configure workflow templates in Draft before publishing. Drafts are not visible to end users and do not affect live workflows or reporting until you publish them. If you are still refining wording, logic, routing, or question behavior, you should be working in a Draft.
Steps
Open the draft
Open ANVL Insights.
Go to Mobilize → Editor.
Open Drafts in the left menu.
Select the draft you want to edit.
Edit question details
Select a question in the workflow diagram.
Update the question settings as needed, such as:
Category
Question text
Question type
Embedded media
Response options
Allow Stored Media for photo questions
Add links, guidance, or supervisor details in question text
Use markup in the question text when you want to add interactive help.
External link
[Appendix D]<^|https://www.osha.gov/|^>
Supervisor details
[supervisor]<^^>
Inline guidance
Will you be [working at height]<^fill in something here about what defines working at height^>?
Add a new question
Open the Library tab in the right panel.
Choose the question type you want.
Drag and drop it into the workflow diagram.
Select the new question to configure it.
Connect it into the workflow using routes.
Delete a question
Select the question in the diagram.
Press Delete or Backspace.
Reconnect routes if needed.
Save your changes.
Update routes or logic
Select the route to open its settings.
Update the route type, rule logic, launch-workflow setting, or escalation type as needed.
Save your changes.
Re-route a path
Delete the existing route.
Drag from the end connector of the first question to the start connector of the next question.
Confirm the route type and settings.
Save your changes.
Edit the workflow name
Open the Workflow tab in the right panel.
Update the Name field.
Save your changes.
Save while you work
Select Save regularly as you make changes.
Continue refining the draft until it is ready for testing or publishing.
Helpful tips
While editing, add your site name or initials to the draft name so others know it is in progress.
Remove temporary labels before publishing so users see a clean workflow name.
Be cautious when deleting questions from a draft that may later replace an existing published workflow. That can affect reporting continuity.
Allow Stored Media lets users choose photos from their device instead of only taking a photo live.
Draft changes remain safe until you explicitly publish them.