Workflows 2.0

Workflows define the onboarding and authentication experiences. We recommend using Dashboard to build and customize your Workflows. Refer to Workflows Basics to understand the core concepts behind Workflows.

We recommend using Workflows rather than Flows. Workflows offer additional options like customizable module order and conditional branching, which allows you to create dynamic user journeys based on specific criteria, user inputs, or verification results.

In the left navigation, click Workflows.

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The new Workflow builder UI is the default. There is currently an option to Switch to Old UI. This option will be removed after a few weeks.

From this page, you can:

• Filter the Workflows that are shown
• Create or import new Workflows
• Click a Workflow to view or edit it
• Test a Workflow
• Pause a Workflow from use
• Copy the Workflow URL or ID
• Export the Workflow configuration
• Delete a Workflow

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Filter Workflows

You can filter the list of Workflows by a single criterion or a combination of criteria to find the Workflow you need.

1. On the Workflows page, click Add Filter.

2. From the list of available options, select what kind of filter you want to add.

   

3. Depending on your selection, configure the filter. Press Enter or click Apply for the filter to take effect in the table.

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   Filter	Instructions
   Workflow Name	Enter the Workflow Name.
   Created at	Click Start Date and use the calendar to select a date. Do the same for End Date. This filter does not allow for selecting specific times.
   Published at	Click Start Date and use the calendar to select a date. Do the same for End Date. This filter does not allow for selecting specific times.
   Number of Sessions (more than)	Enter a number or use the up and down arrows to set the number of Sessions that used a Workflow.

4. Repeat these steps to add any additional filters.

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Create Workflows

When you create a new Workflow, you can start with a blank canvas or choose built-in template. The following steps detail what to do with a blank canvas.

1. In the left navigation, click Workflows.

2. Click New.

3. The system gives a default name to the Workflow. In the top left, click Edit to change this name to something meaningful for your use case. Click Save.

4. In the Modules panel, you can hover over each module for an overview of what the module does and how it looks to the user in Onboarding.

   

5. You can begin dragging modules onto the canvas to build a custom Workflow. You can also click Select a template on the canvas or Templates in the bottom left corner to view and select a template as a starting point.

6. After adding a module to the canvas, you can click the three dots > Edit to open the configuration panel. Every module has its own group of settings. You can leave the default settings or customize to meet your needs. Documentation for individual module settings is in progress.

7. Continue dragging modules to the canvas in the order you want the user to experience them. You can also hover over a connecting line and click Add. You can choose to add another Module, a Process, or a Condition.

   • Module: Represents the parts of the onboarding process that are completed by the end user, such as capturing selfies and documents, giving consent, or providing other information.

   • Process: Represents the parts of the onboarding process that are on the backend, such as validating data, identity, and fraud signals.

   • Condition: Allows you to set specific rules and decisions for your modules.

   

8. All Workflows must end with a decision node. This is added by default as the final step on the canvas. To update the decision, click Actions and select the decision for the Workflow: Pass (default), Fail, Warn, or Manual Review. Click Update Decision.

9. At the top middle of the page, click Settings. The default settings work for most cases, but you can customize these to meet your needs.

   
   1. If your system is configured with Deepsight, you can enable it for this Workflow. Separate licensing is required. Contact your Incode Representative for more information.
   2. You can use the toggles to configure the remaining settings to fit your needs.
      Expand for more information

      Setting	Description	Default Value
      Session Result
      Automatically create an identity on successful Workflow execution	Enabling this will automatically create an identity on successful Workflow execution.	Off
      User Experience
      Skip intro screen	Sends users directly to verification steps rather than showing the launch screen.	Off
      Phishing Resistance	Protect against man-in-the-middle phishing attacks using dynamic QR codes and device-session binding. Enabling this setting automatically enables Redirect desktop attempts to mobile.	Off
      OAuth2 Secured (web only)	Protect web journeys against replay attacks with OAuth2 security protocol.	Off
      Redirect desktop attempts to mobile	Enable this option if you want to enable an alternative for users accessing from a desktop device. Enabling this setting allows you to select the redirect options: - Add continue to desktop: An option to "continue to desktop" will be shown to user for their confirmation. - Redirect origin only: Users will be redirected only on their original device. - Enable SMS: Allow users to input their phone number to receive an SMS with onboarding link.	Off
      Hide unsupported browser screen	Hiding this warning screen lets users continue with any browser. Only Chrome and Safari are officially supported.	Off
      Allowed devices	Enable to select the device type that can be used to complete the onboarding process. You can select only one: - Mini apps: Mini apps deliver a native-like onboarding without needing to install the full-sized app. - Web mobile: User will go through the onboarding on their mobile phone browser. This is the default. - Web desktop: Allows users to do remote onboarding using a desktop web browser. Typically used for in-branch verifications.	Off
      Redirect URL	This is where users will be sent after completing the onboarding process through this Workflow.
      Log session as expired after timeout	This option adds an expiration timestamp when a session reaches the configured limit. Enable this to monitor user behavior and completion rates around the expiration window.	After 0 minutes
      Compliance and Privacy
      Age assurance	Users will see privacy adjusted tutorials and Incode won't save any PII data except date of birth.	Off
      Enable mandatory biometric consent	Enabling this will present mandatory consent to users.	Off
      Store video of ID and face capture in session	Enabling this will store video of ID and face capture in Session.	Off

10. When your Workflow is complete and all settings are configured, click Save & Publish.

Workflow Templates

Templates give you a starting point for the most common verification use cases. You can adjust and customize the Workflow or individual modules as needed. You can choose from the built-in template options or import your own.

The following templates are built in:

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Import Workflows

1. In the left navigation, click Workflows.

2. Click Import.

   

3. Click Import File and browse to the JSON file on your device.

4. Enter a Workflow Name.

5. Click Submit.

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Test a Workflow

1. Browse or filter to locate the Workflow you want to test.

2. Click Test workflow in the Actions column.

   

3. Use your phone to scan the QR code or copy and paste the link into a browser.

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Other Workflow Actions

1. In the left navigation, click Workflows.

2. Browse or filter to locate the Workflow you want to take action on.

3. Click the three dots in the Actions column to open the menu.

   

4. Click the action you want to perform:

   • Pause workflow: Prevents the Workflow from being used in Onboarding. Useful if you want to make edits. When a Workflow is paused, the menu displays Activate Workflow instead.
   • Copy URL: This copies the URL needed to start the Workflow.
   • Copy ID: This copies the unique identifier for the Workflow.
   • Export config: Downloads a JSON file of the Workflow settings and configurations.
   • Delete: Permanently deletes the Workflow. This cannot be undone. In the confirmation dialog, click Confirm.