Concept: Skipping Workflow Stages

You can streamline workflows by configuring skipped stages so that ticket participants focus only on necessary steps. This feature enhances efficiency by either excluding unnecessary stages or including stages under specific conditions.

You can permanently exclude any unnecessary stage from your workflow with the

Skip Stage

option on workflows in Workflow Builder. This feature prevents ticket participants from viewing the selected stage.

You can also limit stage availability based on certain criteria by setting a condition that determines if the workflow skips or includes a stage.

Example: Create a condition based on responses to your intake form. In an NDA workflow, set the workflow to skip the

Review

stage unless the submitter responds Yes to the question Does this require review from Legal? The legal team is only contacted when necessary, enabling you to submit, sign, and complete standard NDAs quickly.

You can also configure the workflow to skip the

Edit

and

Finalize

stages to further streamline the ticket lifecycle.

For more information on creating conditions, see Concept: Document Templates in Workflow Builder