Workflows / 0:09 · Silent demo
Show workflow actions to the right role
0:00 / 0:09
The work behind the clip
Make the next step explicit.
The next action can depend on who is using the record and where it is in the process. Here, the vet tech's button disappears after the case moves beyond the state that allowed it.
Explore workflowsWhat happens in the clip
- 01
Compare the two role views
- 02
Run the permitted action
- 03
See the condition stop matching
No narration. The written steps describe the on-screen sequence.
0:09Watch a case move through the handoffs
Follow one case across Open, With vet tech, With vet and Signed off as configured workflows run.
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0:13Ask for the missing information before a handoff
See an escalation workflow request the treatment section before it moves the case to the vet.
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0:09Follow each step of a workflow run
Preview a live timeline as status checks, role checks and actions complete on a case.
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