Use workflows to standardise processes across your team and clients, for example during client onboarding, health checks, and tax preparation.
Important: You’ll need to be on our Advanced plan in order to view Workflows. If you’re an existing Precision user, you’ll also see workflows. You’ll also need the correct role and permissions to create workflows.
Rather than having to go to different areas in the Dext app to complete work, you and your team can create workflows to standardise the process, bringing all the relevant checks or tasks from across the app into a single workflow, where they can be examined, actioned and finally approved or left for further comment.
You can select to create either a One-Off Flow or a Repeating Flow.
Creating the Workflows
Workflows are created by navigating to your practice account and then:
- Go to Workflows in the sidebar and then Creator.
- Click on the Create a one-off workflow or Create a repeating workflow button depending on the type of workflow you’re creating.
Once you have selected the type of Workflow you want to create, the Workflow Creator will walk you through a series of steps to build the Workflow.
- Set checks: Select the Checks you would like to use for the Workflow, including any Custom Checks. You can either select a Workflow Template, or build your own selection of Checks.
- Set cadence: This step will differ between a Repeating and One-Off Workflow, but these are the dates that determine the workflow start and due date, and the reporting period.
- For a One Off Workflow you have the option of Reporting Period and Due Date.
- For a Repeating Workflow, you can choose a Scheduled Date or a Specific Event, such as Year-End or VAT Period (UK only). Repeating Flows include additional settings, such as the Scheduled Date for repetition, the Complete Within time frame (e.g., within two weeks of the Scheduled Date), and how often the flow should repeat.
- Set rules: Some Checks require rules to be set, such as a ‘transactions since’ rule for Multi-Coded Contacts.
Note: For rules to work, you’ll need to be on our Advanced plan with the Data Health & Insights Add-on.
- Add Clients: Add the clients you’d like to run the Workflow for. You have the option to select clients one client at a time by choosing By Client or you can add multiple clients using Client Tags set up by choosing By Tag.
- Assign the team members and reviewers who will complete the Workflow. These will default to Account Assignee and Account Reviewer, respectively.
- Review & Go: This stage will allow you to check the settings in the template, dates and clients all on one page before creating the workflow.
Note: When creating a one off workflow for one client, you’ll have the option to Create & Start. If your workflow has multiple clients, you’ll see the Create button. If you’re creating a repeating workflow, you’ll have the option to Publish your workflow. Once a workflow has been started, you’ll see it in the Lists section.
During Workflow creation, you can navigate forwards and backwards at the bottom of the form with the Next and Back buttons respectively. You can also click on the links below the coloured progress bar at the top to view stages you have previously completed.
Next Steps:
Once your workflows have been created you can start completing them. See Completing Flows on how to manage the workflows.