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What workflows do for you

WISEPIM product lifecycle stages and status automation A workflow turns your lifecycle stages into a guided pipeline. Instead of changing product statuses by hand, your team follows a clear path from a starting stage like “Draft” to a target stage like “Published.” Each stage shows only the columns and products that matter at that step. Your team always knows what to work on next.
Workflows build on lifecycle stages. You need at least two stages before you can create one. Set these up first in Product Lifecycle.

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Turn workflows on

Toggle Enable Workflows to activate the feature for your project. When it is off, your workflows are saved but inactive.

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Create a workflow

1

Start a new workflow

Click Create Your First Workflow if you have none yet. Otherwise click Add Workflow in the top right.
2

Name and describe it

Give it a clear name, like “Product Launch Pipeline.” Add an optional description to explain its purpose.
3

Pick a color and icon

These help you tell workflows apart. They appear on the workflow cards in the list view.
4

Set the start and end stages

Choose the From Stage (where products begin) and the To Stage (where they should end up). WISEPIM finds every stage in between automatically.
5

Configure each stage

For each stage, you can choose which columns to show and which products to filter in. This is optional.

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Edit a workflow

Click any workflow card in the list to open the editor. It has three sections.

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Basic information

  • Workflow Name: a descriptive name your team sees.
  • Description: an optional note about the workflow’s purpose.
  • Color: pick one from the palette.
  • Icon: pick one from the icon picker.

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Lifecycle stages

Choose the start and end stages. WISEPIM works out the full path between them. For example, with stages “Draft > Review > Approved > Published,” choosing “Draft” to “Published” includes all four.
Changing the From or To stage resets every per-stage setting. Finalize your stage selection before you configure columns and filters.

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Per-stage configuration

For each stage in the path, you can set two things: which columns show, and which products appear.

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Visible columns

Click the columns icon to choose which product fields show when your team works on that stage. This keeps each stage focused on what matters. For example:
  • Draft stage: name, SKU, description, brand, and category.
  • Review stage: name, quality score, completion score, and images.
  • Published stage: name, price, stock status, and channel readiness.

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Stage filters

Click the filter icon to control which products appear in a stage. Each condition has three parts:
PartWhat it sets
FieldThe product field to check, such as Name, Price, Quality Score, or Has Main Image.
OperatorThe comparison: equals, contains, is empty, has value, greater than, less than, is true, is false.
ValueThe value to compare against. Not needed for operators like “is empty” or “is true.”
Combine conditions with AND (all must match) or OR (any can match).
Use filters to surface products that need work. In a Review stage, filter for Quality Score less than 80 to show only the products that need attention.

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Manage workflows

You can run several workflows for different goals. For example:
  • Product Launch Pipeline: Draft to Published, with quality checks at each stage.
  • Seasonal Refresh: Review to Updated, to refresh existing content.
  • New Supplier Onboarding: Import to Active, to process new supplier catalogs.
To delete a workflow, open it and click Delete workflow in the top right.
Deleting a workflow is permanent and cannot be undone. Products in progress are not affected. They stay in their current lifecycle stage.

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Save your changes

When you change any setting, a save bar appears at the bottom:
  • Save: saves all workflow changes to the project.
  • Undo: discards all changes since your last save.

Product Lifecycle

Set up the stages your workflows move products through.

Managing Products

Work with products as they move through each stage.