Navigate to Settings > Workflows.

Click enable to turn on the workflow module.

Once enabled, you will be able to see default templates.

Customize them by clicking on the customize template button or create a new one by clicking on the create workflow button.

On the Workflow creation page.

Enter a Workflow Name and a description (if needed).

Select steps based on your workflow process from default options.

If you want to create a new step, click on the Add Step option.

After clicking add new step, enter the step name in the workflow step field and associate a workflow type in the popup.

Once done, click the Save button to save the step.

Now associate statuses with the created/selected step and define the sequence of statuses by dragging and dropping.

Once done, click the plus icon to add a next step.

Now create as many steps as you want based on your business needs.

You can also sort the steps by drag and drop.

If you want your employee to follow the exact sequence of steps and statuses, enable the trigger Restrict user to follow workflow step and sequence.

Once you enable this trigger, your employee will get an alert if they try to violate the sequence of statuses and steps.

After making all the necessary steps, click the Save button to create the workflow.

All of your workflows will be listed on this page.

You can mark as default, edit, delete, clone, or disable the available workflow.

You can also mark any workflow as default, and it will be pre-selected in the workflow dropdown while creating a repair ticket.

Create a new ticket from POS or Manage Tickets section.

Create a repair ticket. Once you reach the last step (Ticket Details section) of the ticket creation page, you will see a dropdown option for workflow.

Select the workflow you want to associate with this ticket and proceed with ticket creation.

Once the ticket is created, the selected workflow will be associated with the ticket.

You can also assign a workflow to existing tickets.

Open a Ticket from the ticket listing.

You will see an option to associate a workflow.

Select an option from the dropdown and click the Apply button to associate the selected workflow with the ticket.

Open the ticket, and the workflow steps will be displayed at the top of each line item.

Users can scroll left or right to view all workflow steps.

Once any step is completed, it will be marked with a green tick.

In the status dropdown, you will only see those statuses that you associated while creating the workflow.

To move to the next step, simply click on the "Move to Next Step" option from the status dropdown.

The step will be marked as completed once you select "Move to Next Workflow Step" from the dropdown.

If you want to bypass all statuses in a single step, click "Next Step," and the system will skip the statuses and move you forward.

Completing a future step manually will automatically mark previous steps as completed.

You can view logs in the ticket history section showing who manually completed steps instead of following the workflow process.

If you enable the trigger to restrict skipping statuses or steps, users will get a violation alert if they attempt to bypass any step.

To see who completed the workflow step, hover over a completed workflow step and you will see:

Date and time of completion.

Technician who completed the step.

You can filter tickets based on workflow names and steps.

Navigate to Ticket Listing > Advanced Filters.

Select Workflow and Workflow Step filters.

Choose the desired workflow or step from the dropdown.

Click Apply to view filtered tickets.

If you want to see workflow names and steps in the ticket listing.

Click on the Settings icon (⚙️) to customize visible columns in the ticket listing.

Enable the Workflows and Workflow Steps columns (disabled by default).

The columns will appear in the ticket listing, showing the workflow name and current step for each ticket.