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How to create a workflow

Workflows are the foundation of Compass. Workflows provide the tools to create complex logic-based processes that represent a real-time interaction. This article outlines the steps to create a Workflow.

Note: only admins and managers can create and edit Workflows.

1. Start a new workflow

To get started, navigate to Workflows > New Workflow

Compass software interface showing the new Workflow button

Provide a name for your new Workflow and select a category, then select the Continue button.

Compass software interface showing the new workflow form

2. Create the workflow sections

After completing the basic Workflow details, you'll gain access to the Workflow editor. From here you should select the Create First Section button to get started creating your first Section.

Compass software interface showing an empty first section

Sections have Answers that are linked together to form a complete Workflow.

Compass software interface showing the section editor

To learn more about each part of a Section in a Workflow, we recommend that you read the article Understanding Sections.

Complete the "name" and "content" fields on the Section.

Add Answers, Fields and Actions as required. There is a maximum of 6 answers per Section, but generally you shouldn't need nearly that many.

To learn more about Fields, we recommend you read the article Attaching Fields to a Section.

To learn more about Actions, we recommend you read the article Adding Actions to a Section.

Compass software interface showing an example of a completed workflow section

After you've completed your first Section, you'll want to continue to create more Sections until you have enough to make up your entire Workflow.

Variables

Use the Insert Variable option or the # key to show the variable popover menu. To learn more about using variables, we recommend that you read the article Using Variables.

3. Use the Workflow Diagram

The diagram view is where you will probably spend most of your time while building Workflows. To switch to the diagram view, select the button on the Section sidebar labelled Diagram View.

Compass software interface showing the diagam view button

From the Workflow Diagram, you can continue to create and edit Sections, but more importantly, you can link Sections to Answers to form the Workflow.

Link Sections to unassigned Answers

To link Sections to unassigned Answers, simply drag a Section card from the sidebar to an unassigned Section.

Compass software interface showing an unassigned section in the workflow diagram

After you've completed the Workflow and have no remaining unassigned Answers, then you're ready to use it with Sessions.

Compass software interface showing a completed workflow

Yay! Now you know the basics of creating Workflows. To learn how to power up your Workflows, check out our articles on Fields and Actions.

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