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🛠 How to Attach List Items to a Workflow
🛠 How to Attach List Items to a Workflow
Alex Merkin avatar
Written by Alex Merkin
Updated this week

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:

  1. Open your workflow from Modeling > Workflows.

  2. At the top of the screen, you’ll see the Workspace area.

  3. Locate the List Items section (inside the white rectangle).

  4. Click the ➕ icon and choose your desired list item(s).

  5. 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:

  1. In the Process Designer, click on the step where you want to attach content.

  2. The right-hand Step Configuration Panel will open.

  3. Scroll down to the Enrichment section.

  4. Select your desired List Item(s) from the dropdown.

  5. 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.

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