Workflows & Automation

advanced workflows are available on visualogyx’s pro+ and enterprise plans these features are designed to support organizations that require strict control over inspection processes, custom review logic, and tailored user flows 🔐 locking inspections control when and how an inspection can be edited add a custom button to lock the inspection once a step is complete trigger status changes, lock specific pages, and notify relevant team members automatically ensure that once locked, inspections can’t be modified unless explicitly unlocked via workflow controls use case prevent further edits once a supervisor has approved the inspection 🛠 custom buttons create buttons that trigger specific actions, such as changing inspection status (e g , from "in progress" to "pending review") locking specific pages or the entire inspection notifying team members or triggering downstream automations controlling appearance and behavior for both initial and clicked states use case add a “send for review” button that locks the page and alerts a manager 📌 custom statuses define custom inspection statuses tailored to your workflow replace generic status flows with ones that reflect your operations (e g , “ready for shipping,” “awaiting qa,” “needs rework”) use these statuses in dashboards and buttons to trigger automation combine with permissions and filters to restrict access by status use case allow inspections in the “qa review” state to only be editable by qa admins