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List Items
Eli Gimelraikh avatar
Written by Eli Gimelraikh
Updated over 10 months ago

This feature gives additional level of knowledge infusion, as part of the step/workflow enrichment. Data (or List item), such as: Documents, pictures, links to outside sources and other data types can be included in a step or in the whole workflow.

This managed data is called “List Item” because you can manage it in grouped objects, for example:

  • Safety instructions documents

  • Electrical Drawings

  • Process Specifications

So, how can you do all that magic?

This is a three step process:

  1. Create lists (grouping)

  2. Add data modules to lists (populating)

  3. Attach modules to specific workflows/steps (enrichment)

List items can be managed directly from the workflows of from their dedicated menu.

Attachment of items still must be done through the workflow menu.

Grouping

Adding a new list to list items

  1. In the List Items Management window

  2. Select list management

  3. Click on the red plus

  4. Give the list a name

  5. Click Save

Populating

Adding a new item to a list

  1. In the List Items Management window

  2. Click on the red plus

  3. Give a name to the newly added item

  4. Upload the wanted file or paste a link

  5. Select a designated list

  6. Click Save

Enrichment

Adding item to the entire workflow

  1. Go to: Modeling → Workflows → All workflows

  2. Click on the Edit icon on the wanted workflow

  3. In the workspace tab - go to list items in the information section

  4. Click on the blue plus icon

  5. Select the wanted item from the available items, that already exist in the system or follow the instructions to add a new one

Adding item to a specific step in the workflow

Same as the instructions above, but on a specific step.

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