Workflow Templates¶
A Workflow Template is a named, ordered sequence of steps — a routing — that a Work Order (or, in a future release, a Manufacturing Order) moves through from start to finish.
Accessing Workflow Templates¶
Open the Planning sidebar and select Workflow Templates.
Creating a template¶
Click New Template and fill in:
| Field | Description |
|---|---|
| Name | Required |
| Description | Optional |
| Applies To | Work Order or Manufacturing Order — which entity type this routing is meant for |
The template list shows each template's name, description, what it applies to, and how many steps it has. Use the row's Delete action to remove a template — this is blocked if the template is still referenced by a Work Order Template's default routing, or by a routing already in progress.
Building the routing¶
Open a template and click Add Step to append a step to the sequence. Steps run in the order you add them.
| Field | Description |
|---|---|
| Name | Required — a short description of the step (e.g. "Coil Winding") |
| Step Type | See below |
| Wait Time (minutes) | Optional, defaults to 0 |
| Checklist Template ID | Optional — links a checklist template to this step |
| Eligible Line Type | Optional — restricts which type of line this step can run on |
| Condition (JSON, optional) | Optional — a structured condition for Decision steps |
Step types¶
| Type | Description |
|---|---|
| Task | A normal work step. Automatically advances when marked complete. |
| Decision | A branch point requiring manual judgement. |
| Parallel Split | Splits the routing into concurrent tracks. |
| Parallel Join | Merges concurrent tracks back together. |
| Rework Loop | Sends the routing back to an earlier step for rework. |
Warning
Only Task steps currently advance automatically when marked complete. Every other step type is shown with a Not automated badge — a Work Order reaching one of these steps will show as Blocked until it's advanced manually by someone with the appropriate access. Support for automatically advancing the other step types is planned for a future release.
Each step in the list shows its position, name, type (with the automation badge where relevant), and linked checklist (if any). Use the row's Delete action to remove a step — this is blocked once a routing has actually run against it.