Workflow templates should be configured and refined in Draft before publishing. Drafts are not visible to end users and do not affect reporting or live workflows. Changes remain safe until you explicitly publish. If you are not ready to impact users, you should be working in a Draft.
Answer
Workflow Managers configure workflow templates by editing Drafts in Mobilize → Editor. Drafts can be freely updated, tested, and refined before publishing to UAT or Production.
Steps
💡 Tip
While editing, include your site name or initials in the draft name so others know it’s in progress. Remove it before publishing so users see a clean workflow name.
Open ANVL Insights
Navigate to Mobilize → Editor
Open Drafts in the left-hand menu
Select the draft you want to edit
Make your changes (see Common Draft Edits below)
Click Save regularly as you work
The draft remains unpublished until you explicitly publish it.
Common Draft Edits
Edit Question Details
Use this to clarify wording or adjust how users respond.
Click a question in the workflow diagram
The Question tab opens by default
Update:
Category
Question text
Question type
Embedded media
Response options (Items)
Allow Stored Media (Yes/No) - Photo questions only
Allows users to select photos from their device in addition to taking photos on their camera.
Add Links, Guidance, and Supervisor Details in Question Text
You can enhance question text with clickable links, inline guidance, and dynamic supervisor details using simple markup.
These elements appear in orange, indicating they are clickable or interactive.
Add a Clickable External Link
Use this format to link to external resources (e.g., standards, appendices, SOPs):
[Appendix D]<^|https://www.osha.gov/|^>
What this does
Displays “Appendix D” as clickable text
Opens the linked page when tapped or clicked
Best for
OSHA standards
Internal procedures
Reference documents
Insert Supervisor Details Automatically
Use this format to display the assigned supervisor’s details (name and phone):
[supervisor]<^^>
What this does
Dynamically shows the user’s assigned supervisor
Includes contact information when available
Best for
Escalation questions
Stop / Intervention guidance
“Contact your supervisor” instructions
Add Inline Help or Guidance Text
Use this format to provide clickable help text without leaving the workflow:
Will you be [working at height]<^fill in something here about what defines working at height^>?
What this does
Displays “working at height” as clickable text
Shows your guidance text when tapped
Best for
Definitions
Clarifying expectations
Reducing ambiguity without long questions
Add a New Question
Use this to capture new information.
In the right-hand panel, select the Library tab
Browse for the question type you want
Drag and drop the question into the workflow diagram
Click the new question to configure it
Connect the question into the workflow using Routes
Delete a Question
Use this when a question is no longer needed.
Click the question in the diagram
Press the Delete or Backspace key
Reconnect routes if needed
Save your changes
⚠️ Deleting questions in drafts is safe, but be cautious if the draft will later replace an existing published workflow.
Update Routes or Logic
Use this to adjust workflow paths.
Click the route to open its settings
Update what you need:
Route type (Default vs Rule)
Rule logic (if using conditional routing)
Launch new workflow (if starting another workflow from this one e.g. LOTO from JSA)
Escalation type (Stop / Intervention, if applicable)
Save your changes
Re-routing a path instead
Delete the existing route (select it, then use the delete/backspace key)
Reconnect by clicking the end connector on the right side of the first question (end node)
Drag the route to the start connector on the left side of the next question (start node)
Confirm the route type and settings (Default/Rule)
Save your changes
Edit the Workflow Name
Use this to improve clarity.
Open the Workflow tab in the right-hand panel
Click into the Name field and update it
Tips
Keep names short, clear, and consistent across sites
Remove temporary labels (site name, initials) before publishing
Additional Details
Job Role: Workflow Manager | Permission Level: Admin (ANVL Manager) + ANVL TECH (ANVL Workflows) | Special Rights: Workflow Management (Edit)