Workflow Management

The Workflow Management suite lets administrators design, run, and monitor multi-step processes inside LEAST without writing code. Workflows are built visually in the Workflow Designer and executed as Workflow Instances with a full audit trail.

All workflow tools are accessed from the Workflows button in the left nav (admin accounts only):

Go to Workflows ? Workflow Designer. The list shows all templates for your association with name, version, status (Draft / Published / Archived), and action buttons.

Click Create Workflow to start a new template. The canvas editor opens immediately.

• Drag nodes from the palette onto the canvas
• Click a node to select it and edit its label and config in the side panel
• Drag from a node's connector point to another node to create an edge
• Click an edge to add a condition label (required for Decision branches)
• Save - auto-saves on every canvas change; status shown in the toolbar
• Deploy to Collection - compiles the workflow for live use
• Export JSON / Export BPMN - download the template definition
• Simulate - step through the workflow before deploying (see below)
• New Version - archive current version and create an editable draft
• Clone - duplicate the template under a new name

Click Simulate on the canvas editor toolbar to step through the workflow without deploying it:

1. The canvas locks (editing disabled)
2. A status bar shows the active node name and type
3. Click Advance to next step to move forward
4. At Decision/Fork nodes, a prompt asks which branch to take
5. Visited nodes are highlighted as a trail
6. The End node shows “Simulation complete”
7. Click Exit Simulation to return to the editor

Click Export BPMN on any template row (or on the canvas editor toolbar) to download a valid BPMN 2.0 XML file. The file includes Diagram Interchange (DI) position data and opens correctly in Camunda, Bizagi, draw.io, and other BPMN tools.

On the designer list page, find Import Workflow from BPMN. Upload a .bpmn or .xml file (up to 2 MB). Unsupported BPMN elements are skipped with a warning count shown in the success banner. Every import is logged in BPMNImportLog.

On the designer list page, find AI Workflow Generator. Type a plain-English description of your process and click Generate Workflow from AI. LEAST calls Claude Sonnet and creates a Draft template with 4-10 nodes. You are redirected to the canvas editor to review and adjust.

Requires ANTHROPIC_API_KEY configured on the server.

Go to Workflows ? Workflow Monitor. Click Start Instance and select a Published template. Enter a case title and click Start.

Each instance detail page shows the current step card, checklist items (if configured), parallel branch status, and the full Activity Feed. Use Save and Complete Step to advance the workflow.

Admins can Pause, Resume, Cancel, or Restart Step on any active instance.

SLA policies define time limits for workflow steps. Go to SLA Policies to create policies with warning and breach thresholds. The SLA Dashboard shows which instances are On Track, At Risk, or Breached.

The routing engine auto-assigns Step/Assign nodes based on skills, round-robin, or direct assignment. Configure rules at Route Config. Manage the skill taxonomy at Skills. Set up delegation windows at Delegation.

Create rule grids at Decision Tables that map input conditions to output branch labels. Reference a table from a Decision node config: {“table_ref”:“your-dt-ref”}. Rules are evaluated first-match-wins.

Register webhook URLs per template at Workflows ? Webhooks. Payloads are signed with HMAC-SHA256 (X-WF-Signature header). Supported events: instance_started, step_completed, instance_completed, instance_paused, instance_resumed, instance_cancelled, comment_added.

Publish your workflow to Template Library for other associations to use. Browse and copy shared templates via one-click import.