Creating Workflows
Use for net-new workflow creation and copying from existing templates.
By Lauren and 1 other2 authors12 articles
- How do I create a new workflow using Mobilize?Generate a new workflow draft quickly using AI, documents, or voice input.
- How do I build a complex branching workflow with Mobilize AI?This guide explains how to create workflows with multiple levels of branching logic where users make sequential selections that determine which questions they see.
- How do I copy or create a new workflow from an existing one?Reuse an existing workflow as the starting point for a new, separate workflow.
- Why isn’t Mobilize creating questions from my uploaded file?
- Why is my file failing to upload in Mobilize?If your file fails to upload or process in Mobilize, the most common cause is file size or file structure limitations.
- Capture Structured Text and Numeric Data in a Table QuestionThe Table question type lets users capture repeatable, structured data in a workflow.
- Require Open Text Responses in Workflow QuestionsMark Open Text questions as required directly in the workflow Editor.
- How do I add a Nearest Location question to a workflow?Add GPS look ups to any workflow
- How do I add a Weather question to a workflow?Add live weather checks to any workflow
- How do I use the Energy Wheel to identify hazards in a workflow?Utilize "Multi-Select Wheel" for energy-based safety programs
- How do I create a QR code so contractors can complete a workflow without an ANVL login?Enable contractors and guests to complete workflows without an ANVL account
- How do I use the Date/Time question in an ANVL workflow?Add Date / Time Editor question to capture specific dates