You have two options depending on how specific you want to be:
✅ Option 1: Attach List Items to the Entire Workflow
Use this when the content should apply to every step of the workflow.
For example:
General safety instructions
Regulatory info required across the process
Steps:
Open your workflow from Modeling > Workflows.
At the top of the screen, you’ll see the Workspace area.
Locate the List Items section (inside the white rectangle).
Click the ➕ icon and choose your desired list item(s).
Click Save.
🧠 These list items will appear no matter which step is active.
🧷 Option 2: Attach List Items to a Specific Step
Use this when the content is only relevant to one part of the process.
For example:
A machine manual in Step 3
A specific troubleshooting guid in the final step
Steps:
In the Process Designer, click on the step where you want to attach content.
The right-hand Step Configuration Panel will open.
Scroll down to the Enrichment section.
Select your desired List Item(s) from the dropdown.
Save.
🎯 This ensures operators only see relevant content at the exact moment they need it.
🧠 Summary: When to Use Each Option
If You Want To... | Use This Option |
Show general instructions throughout the workflow | Entire Workflow (Workspace area) |
Attach content to a specific point in the process | Per Step (Enrichment section) |
💡 Tips & Best Practices
Use clear and descriptive names for each list item.
Organize items into lists like "Training Materials" or "QA Resources".
Combine List Items with other enrichment tools like Fields or Forms for maximum clarity.
Update list items centrally to reflect changes across all workflows where they’re used.