Workflows & runs
Publish repeatable decision processes with stages, roles, and gates — then run them with your team.
Workflows turn a one-off analysis into a repeatable process. The screen's own definition: "Recipes that downstream users follow when running a model — stages, widgets, role assignments, hand-off gates." Publish one, and anyone with access can start a run.
Authoring a workflow
New workflow attaches a workflow to a model and opens the author: a left column of Stages, each stage holding widgets from the Widget palette, plus Roles and a one-sentence description of "what the actor does at this stage."
Between stages sits a gate — how the run moves forward:
| Gate | Behavior |
|---|---|
| Manual advance | "The current actor clicks 'Next stage' to move on. Lightest gate." |
| Approval required | "A user with the approver role must sign off before the next stage opens." |
| Auto on complete | "All required widgets must report complete; the next stage opens automatically." |
(A fourth gate type, KPI threshold, appears in the catalog but isn't configurable yet.)
RIA can draft the whole thing: Propose with RIA builds stages and widgets from the model's topology and roles, with cadence starting points — Weekly cycle (Review demand → Plan → Sign-off → Distribute, approval gate on Sign-off), Monthly cycle, or Ad-hoc / triggered. Refine with RIA applies described edits to an existing draft.
Save workflow, then Publish. Published workflows carry a revision number, can be locked against edits, and can be promoted from Personal to Org visibility — same governance as models.
Running a workflow
Start run (published workflows only) opens the run screen: a stage ribbon showing Stage N of M, the stage's widgets, and its people.
- Assignments — each stage has a stage owner and assignees; the screen marks what's "assigned to you."
- Scenario context — a picker bar binds the run to a scenario (and an optional compare set), so the stage widgets show real results.
- Open analysis — spins up a workspace bound to the stage for deeper drill-in.
- Advance / Approve this stage — moving forward per the stage's gate. A stage waiting on sign-off shows "Waiting on approval"; approvals are recorded with who approved.
- Discussion — per-stage comment threads. RIA Review — RIA reads the stage's solve, compares to Base, checks inputs, and ranks the levers, tagging each finding with provenance (solver, rule, your edit, vs base) and confidence (certain, likely, worth a look).
- Complete run — closes it out. Run statuses: In progress, Completed, Cancelled.
Active runs surface on Home — the inbox shows approvals waiting on you, and Resume cycle jumps back to the active stage.