Add Workflows

Workflows can be configured to not automatically enroll participants into them even when they meet the entrance criteria. These kinds of workflows will require that users manually add the workflow to the participant. Workflows can be added to participants by users with the appropriate permissions in two locations: from the Participant Profile of a single participant or from the Participants page in bulk.

From the Participant Profile

  1. Navigate to the Manage area, Participants page.
  1. From the Participants table, click on a participant.

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  1. Click the + Workflows button. This will open the

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  1. Select a campaign from the sidebar and then select one or more workflows. Note: Multiple workflows may be selected across different campaigns.
  1. Click Choose to add the selected workflows to the participant.  Note: Adding workflows to the participant will only be successful if the participant meets entrance criteria for the selected workflows. 

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  1. A Results modal will appear, showing the workflows that were successfully added and those that failed. A workflow would fail to be added if the participant does not meet the specified conditions to be added to that workflow.
  1. Click Done and refresh the page to see the newly added workflow appear on the participant profile.

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From the Participants Page

  1. Navigate to the Manage area, Participants page.
  1. Click the checkboxes next to one or more participants.
  1. Click the green + Workflows button.

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  1. Select a campaign from the sidebar and then select one or more workflows. Note: Multiple workflows may be selected across different campaigns.
  1. Click Choose to add the selected workflows to the selected participants. Note: Adding workflows to participants will only be successful if the participants meet entrance criteria for the selected workflows.

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  1. A Results modal will appear, showing the workflows and a count of how many participants were successfully enrolled and a count of how many participants failed to be enrolled. A participant would fail to be enrolled if the participant does not meet the specified conditions to be added to that workflow.

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  1. Click the + icon on the right of the row that displays the number of successful and failed workflow additions to see a list of the individual successes and failures to identify which participants failed to be enrolled in the workflow.

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