Primary Role: Workflow Manager
Learning Focus: Apply
Where: ANVL Insights → Mobilize → Editor
🧭 Before You Start
You must have Editor access in ANVL Insights (
insights.anvl.com)If you don’t see Mobilize / Editor, contact your Business Administrator to request access
The 3 Main Areas of the Editor Screen
1) Left Panel: Navigation (☰ Menu)
This panel is where you move between workflow lists and groups.
You’ll typically see:
Published – workflows currently active for a selected group
Drafts – in-progress workflows not yet published (or drafts created from Published via Save)
Groups – select which site/group you’re viewing workflows for
Tip: If you “can’t find” a workflow, it’s almost always because you’re in the wrong view (Drafts vs Published) or the wrong Group is selected.
2) Center Canvas: Workflow Diagram
This is the “map” of the workflow.
It shows:
Questions (boxes/nodes)
Routes (lines between questions)
Start/End/Notes nodes (special nodes)
Common actions on the canvas:
Click a question to edit it in the right panel
Click a route/line to edit its route type and logic
Drag routes from one question to another to connect flow
3) Right Panel: Editing & Tools
This is where you edit what you selected in the diagram.
You’ll commonly use:
Workflow tab (workflow-level settings)
Question tab (question-level settings)
Library tab (add new questions via drag-and-drop)
Mobilize (generate new templates or modify drafts with AI)
🔎 Finding the Workflow You Need
To find a Published workflow
Open Published (left panel)
Use the Group selector to pick the correct site/group
Select the workflow from the list to open it
To find a Draft workflow
Open Drafts (left panel)
Select the draft from the list to open it
Look for naming cues (your initials/site name) if your team uses them
🧭 Understanding Published vs Drafts (Common Confusion)
Published
What end users can launch (for selected groups)
You generally don’t edit Published directly
To make changes, you open Published and click Save to create a Draft
Drafts
Safe space for editing and iteration
Only becomes user-visible when published
Deleting a draft removes it for everyone (if you have that right)
🛠️ What to Click to Edit
Editing a question
Click the question in the diagram
Use the Question settings on the right panel:
Text
Type
Response options (items)
Category (workflow section)
Editing workflow sections (categories)
Categories are assigned per question
Each question has a Category dropdown
Categories show up as:
Breadcrumbs during completion
Headers in completed workflow and print view
Adding a question
Open the Library tab (right panel)
Drag a question type into the diagram
Configure it, then connect routes
Editing routes / logic
Click the route line
Configure:
Default vs Rule
Rule conditions
Escalation type (Stop/Intervention)
Launch new workflow (if used)
How to Delete
Select the question, node, or route to delete
Use the backspace or delete key to delete it
Caution: There is no undo button
🔑 Routing rule: Every question must have one Default route. Any additional routes must be Rule routes.
↩️ Undo, Save, and Refresh (Important to Know)
The Workflow Editor does not have a full undo button.
What This Means
Actions like adding or deleting questions, routes, or nodes cannot be undone
Once those changes are made, they are immediately applied to the draft
Best Practices
Save frequently while editing
If something is deleted or changed by mistake and you haven’t saved yet:
Refresh the browser page to return to the last saved state
Text Editing Exception (Limited Undo)
When editing text inside a field, such as:
Question text
Response options
Tags
You can use standard text undo:
Windows:
Ctrl + ZMac:
Cmd + Z
⚠️ This works only for text inside the field.
It does not undo structural changes like adding or removing questions or routes.
🚀 Publishing (Where to Find It)
Publishing always happens from Drafts.
In Drafts, click the Publish (🚀) icon next to the draft
You will publish to:
Demonstration / UAT first, then Production
You may see options:
Update (modify existing template)
Create / Create Template (make a new template)
👉 Publishing steps are covered in:
Publishing a Workflow to a Demonstration (UAT) Site
Publishing a Workflow to Production Sites
♻️ Refresh and Re-Select (Important Behavior)
After you publish:
Refresh the browser page
Reopen Published
Select the correct Group
Open the workflow again to confirm you’re seeing the latest version
If you publish and immediately need to edit again, always refresh first to avoid drafting from an outdated view.
⚠️ Common Navigation Pitfalls
Wrong Group selected (workflow “missing”)
Looking in Drafts when it’s Published (or vice versa)
Forgetting to refresh after publishing
Creating duplicates by choosing Create when you meant Update