How to build a Content Workflow step

Only Admins have permission to perform this task. 

Content Workflow steps are used when you want videos and images centered around a particular subject. These videos and images bring transparency and clarity to your customers and future technicians. 

Examples:

• Provide a Dataplate image.
• Provide an initial diagnosis video.
• Provide images/videos of the equipment before and after.

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. By default the Step Type will be Content Only.

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

5. Establish Content Usage.

• Extract text from dataplate images: Using OCR (Optical Character Recognition) serial, make, and model numbers will be pulled from the image(if readable). This needs to be on for Dataplate steps. 
• Transcribe speech from videos: Audio will be pulled from the video provided and turned into a transcription.
• Share content with customers and other external viewers: When a job is shared with a Public Job Link this content will be included. 
• Add content directly to the Knowledge Base: The content provided in this step will be added directly to your organization's Knowledge Base. 

6. Establish Content Requirements.

• Photo or video required: A photo or video must be provided before the workflow can be finished. 
• Note required: A note must be provided before the workflow can be finished.

7. Select Add Step. 

8. When you are done editing your workflow 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 Content step is ready to be used for your workflow. 

Additional Information

*Some templates are set up as Content Workflow steps, which are created for you. Learn about workflow templates here: Getting Started: How to build a workflow step using templates

How to build a Yes/No Workflow step

How to build a Multiple Choice Workflow step

How to build a Numeric Workflow step

How to build a Short Text Workflow step

How to build a Date Workflow step