New workflow states allow you to better manage submissions from the field and trigger AI workflows at the right time. These states are designed to support real-world workflows without limiting access or removing projects from mobile.
⚙️ Key Features
- New workflow states designed for AI-triggered review
- Keeps projects visible on mobile even after submission
- Allows editing without locking the project
- Supports both complete and in-progress submission scenarios
🧩 Submit State Comparison
| Feature | Submit in Progress | Submit Complete |
|---|---|---|
| Requires all required fields | No | Yes |
| Visible on mobile | Yes | Yes |
| Removed when “hide completed” | No | No |
| Editable (not read-only) | Yes | Yes |
| Best use case | Partial / early submission | Final submission |
Submit In Progress State
- Does not require all required fields to be completed
- Keeps the project visible on mobile
- Keeps the project editable
- Ideal for partial submissions or early AI processing
- These states provide more flexibility compared to:
- Complete states, which remove projects from mobile
- In Review states, which make projects read-only
Submit Complete State
- Requires all required fields to be completed
- Keeps the project visible on mobile
- Keeps the project editable
- Ideal for final submission before AI review
🪜 Step-by-Step Instructions
- Revise templates to add a new status or edit existing status and add the new workflow state of "Submit in Progress" and/or "Submit Complete".
2. Navigate to Admin>AI Workflows>Triggers
3. Under "When it runs", select the new workflow states that were added to the template when defining AI triggers
4. Move projects into the appropriate state based on readiness
5. Confirm AI workflows trigger as expected
✅ Summary
The new Submit workflow states give you more control over when AI workflows run, while keeping projects accessible and editable. This makes it easier to trigger AI reviews without disrupting field workflows.
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