Activate LMS

Help Center

How to create a workflow

Users with appropriate rights can create a workflow. This guide will show you how to create a workflow. Further information about the different properties and more advanced options of workflows can be found in this article.

  1. First enter the Administration (or Manager) tab of your Activate LMS. Please note that color and style can differ, but headlines, links etc. are located and organised the same way in all systems.


  2. Click on the Learning Activities tab.


  3. You'll be greeted by an overview of your system current learning acitivites. Now you need to find the learning activity which you wish to create a workflow for. Please note that you might need ro specify the type of the learning activity in the Acitivity type menu.


  4. Click the Edit button related to the learning activity.


  5. Click the Workflow tab.


  6. Select a Workflow profile from the dropdown menu. Please note that it's not possible to select a Workflow Profile if no other than the default profile are present.


  7. Click on the New button, to create a new Workflow rule.


  8. Now it's time for you to set up the workflow rule. You can now select the event that should trigger the event. The different event types are specified in this article under the paragraph "Event types".

  9. When the workflow rule should be triggered can be set. If nothing is specified, the workflow rule will be triggered immediately.

  10. Who this workflow rule applies to can be set at the filter option. Here you can select specific learning profiles that you wish this rule should apply to and/or select a learning activity which needs a specific criteria met. The different filter types are specified in this article under paragraph "Filter types".

  11. Select what you wish to happen when the event is triggered in the Action menu. The different action types are specified in this article under the paragraph "Action types".

  12. Click on the Insert button when you're done setting up your workflow rule.


  13. Great success! You have now created a workflow rule!
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk