Manage Workflows Tab
To Create and Edit Workflow Plans, go to the "Manage Workflows" tab of the Workflows page.
We've pre-populated your account with two default Workflows Plans:
New Purchase (SaaS)
Other - does not require a product; does not result in a contract (used for procurement-adjacent processes)
The 2 Parts of a Workflow Plan
Workflow Plans consist of two parts:
Intake - the questions you'll require the workflow initiator to answer
Workflow - the process diagram
When editing or creating a Workflow Plan, you can edit either the Intake, the Workflow, or both
Edit Existing Workflow Plans
Go to the "Manage Workflows" tab of the Workflows page and click into any of the existing Workflow Plan cards; you'll be brought to the Workflow tab
Click on any of the steps in the workflow, then add/edit any aspect of that step using the sidebar that pops out on the right of the screen
You can also fully add/delete new steps in the process
If you click over to the Intake tab, you can add/edit/delete any of the questions there
Make sure to Save and Publish your changes before navigating away from the page (you'll see a warning if you try to leave without saving
Create New Workflow Plans
Go to the "Manage Workflows" tab of the Workflows page and click the "Build new workflow plan" button
Decide if you want to start with a blank template, or use one of Vendr's out of the box templates - ie., "New Purchase (SaaS)" or "Renewal (SaaS)"
Vendr's Involvement: Currently, if you want Vendr's involvement in a Workflow that is launched from a Workflow Plan you create, you'll need to start with one of the pre-built templates.
Those templates are absolutely still editable and customizable -- you just can't get Vendr's involvement in a workflow if you start with the "Create from Scratch" option.
Steps 3 - 5: Whether you use a pre-built template or create from scratch, the remaining steps for creating a Workflow Plan are essentially the same.
Add/edit/delete the steps in the Workflow process
Add/edit/delete the Intake questions
Save your changes and Publish the Workflow Plan (if you try to leave without saving, you'll get a warning)