Set up model workflows

Workflows can be configured to match your organizational needs for overseeing model development, validation, or implementation activities.

To set up a workflow, you’ll need to complete these two steps in sequence:

1. Configure the workflow steps
2. Link the workflow together

Prerequisites

• You are logged in to ValidMind.
• Model lifecycle statuses must be fully configured.¹
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.²

¹ Customize model lifecycle statuses

² Manage permissions

Configure workflow steps

To add or edit workflow steps:

1. In the left sidebar, click Settings.

2. Under Workplace Settings, select Workflows.

3. Select the process you’d like to add or edit the steps for:

   • To add a step, drag and drop a new step onto the canvas. Hover over the step until the menu appears, then click on it and select Configure.
   • To edit a step, hover over the step until the menu appears. Then click on it and select Configure.

4. After you’re finished with step configuration, click Save to apply your changes before closing the configuration panel with .

   

5. After you’ve configured a step, you can then link your workflow together.

Refer to Available step types for information on available step types and details on how to set up conditional requirements.

Available step types

Status Change

• Transitions a status.
• Requires available model lifecycle statuses associated with the workflow.³

³ Customize model lifecycle statuses

Status Change step configuration

Field	Description
When these conditions are met (optional)	Add conditional requirements to qualify for this step.4
Set status to (required)	Select the status to transition to.

⁴ Add conditional requirements

User Action

• Creates a button that performs an action on behalf of the user.
• Requires available model lifecycle statuses associated with the workflow.⁵

⁵ Customize model lifecycle statuses

User Action step configuration

Field	Description
Display action button when (optional)	Add conditional requirements for displaying this step.6
Action button label (required)	Text that displays on your action button.
Request fields (optional)	Include inventory fields alongside your action if desired. Select the field, then click + Add Field to insert.7
To set status (required)	Select the status to transition to.

⁶ Add conditional requirements

⁷ Manage model inventory fields

Example

A Put On Hold action that requests a value in the Date On Hold field, and transitions the model lifecycle status to On Hold.

Approval

• When your resource reaches the approval step, roles or users in the selected Approval Group will receive your configured message.
• Requires either a User Role⁸ or User Type inventory field⁹ to select from, and must be connected to both an approval and rejection Status Change step.¹⁰

⁸ Manage roles

⁹ Manage model inventory fields

¹⁰ Status Change steps

Please note that roles or users must be assigned to the Approval Group field before the workflow is transitioned into the Approval step in order for the message to be displayed to those roles or users.

Approval Group step configuration

Field	Description
Approval Group (required)	Select the User Role or User Type inventory field that indicates roles or users responsible for approval.
Threshold (required)	Percentage of approvers required for the resource to be approved.11
Approval Message (required)	When your resource reaches this approval step, the users in the selected group will recieve the following message.

¹¹ Add conditional requirements

Example

A message shown to the user type inventory field Approval Group users requesting approval of model documentation.

Add conditional requirements

Conditional requirements can be configured for all three available step types:

Step type conditional options

Step type	Conditional options
Status Change	Under When these conditions are met, you are able to set both AND and OR conditions.
User Action	Under Display action button when, you are able to set both AND and OR conditions.
Approval	Under Threshold, you are able to set the minimum percentage of approvers required for the resource to be approved.

For Status Change¹² and User Action¹³ conditions, you’re able to add a single independent Rule or a linked condition Group. These rules and groups can be nested if desired:

¹² Status Change steps

¹³ User Action steps

• Click Rule to add an independent rule.
• Click Group to add a linked group of rules that all must be true to qualify.

Link workflow together

To initiate the beginning of your workflow:¹⁴

¹⁴ After you’ve configured your workflow steps, you can then link your workflow together.

1. Locate the Start of your workflow.

2. Drag from the period (.) at the bottom of Start to the top on the first step of your workflow.

Link steps together

To link subsequent steps together:

1. Click above or below the earlier step and drag it to connect to the top on the subsequent step.

   You’re also able to link several different steps together at various points in the workflow, including stages that may circle back to previous steps:

   

2. When you are finished, click Save Workflow to apply your changes.

Link approval steps

Approval steps need to be subsequently linked to both a Rejected and an Approved Status Change step:

1. First, configure an Approval step.¹⁵

2. Then, drag two Status Change steps onto the canvas:¹⁶

   • Assign a Rejected status to one in the Set Document Status field.
   • Assign an Approved status to the other in the Set Document Status field.

3. Connect the Approval step to the Rejected and Approved Status Change steps with the red and green respectively by dragging from the colored to the top of the subsequent step.

¹⁵ 
• Configure workflow steps
• Approval steps

¹⁶ Status Change steps

Delete workflow steps

1. Hover over the step until the menu appears, then click on it.

2. Select Delete.

   On the confirmation dialogue that appears, select OK to confirm deletion.

3. When you are finished, click Save Workflow to apply your changes.

Remove links between steps

1. Hover over a connection until the appears.

2. Click to delete the connection.

   On the confirmation dialogue that appears, select OK to confirm deletion.

3. When you are finished, click Save Workflow to apply your changes.

What’s next

• Workflows FAQ
• Working with workflows