How to build a Yes/No Workflow step

Only Admins have permission to perform this task. 

Yes/No workflow steps allow technicians to answer basic Yes/No questions very quickly. 

Examples:

• Is there a safety issue?
• Is there a sales opportunity?
• Are there any issues with the unit?

To build this type of step follow the below:

1. Go to Workflows, under the Administration tab, add a new or edit an existing workflow. 

2. Select Add Step in the bottom right-hand corner.

3. Choose Yes/No under Step Type.

4. Fill in the Step Question with the question you want to be answered. 

5. You will see Yes and No responses automatically added. You can add notification contacts and conditional workflows to these responses.

6. Finish filling out the step with any additional information and establishing if this step is required. Learn about these here: Getting Started: Building a workflow step from scratch.

7. Select Add Step. 

8. When you are done editing your workflow altogether press Save in the bottom right-hand corner. Your workflow changes will be saved and live the next time a user selects it for a job. 

Your Yes/No step is ready to be used for your workflow. 

Additional Information

*Some templates are set up as Yes/No steps, which are created for you. Learn about workflow templates here: Getting Started: How to build a workflow step using templates

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