Long-running workflows

Long-running workflows

Overview

Long-running workflows let you pause a workflow for manual reviews or extra inputs. Some common use cases are:

  • Wait for manual review and then resume the workflow after an agent makes a decision.
  • Ask customers to upload documents (e.g., paystubs) for agents to verify before resuming the workflow.

Create a long-running workflow

To create a long-running workflow, simply add a case node to the workflow, configure the decisions that can come out of the case node, and define the transitions after the case node.

In the following example, we’ll create a case to review the application if the decision of KYB rules is Review. If the agent approves the application, then we run KYC on the owners; otherwise, we decline it.

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Resume the workflow

When the case is in the Pending status, the agent can review it or ask customers to upload documents. Once they are ready, they can click Resume to make a decision and transition to the next stage of the workflow.

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When a workflow is long-running, there would be at least two workflow executions: one before the case is pending, and one after the workflow is resumed.

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