> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wisepim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow Settings

> Build guided pipelines that move products through lifecycle stages. Give each stage its own columns and filters so your team always knows what to work on.

## What workflows do for you

<img className="block dark:hidden" src="https://mintcdn.com/swiftsyncai/v3yt1f31M6DbIwJS/images/marketing-screenshots/settings/settings-lifecycle-light-branded.webp?fit=max&auto=format&n=v3yt1f31M6DbIwJS&q=85&s=5b41bde440f40f8bfb138de47b1bd78d" alt="WISEPIM product lifecycle stages and status automation" width="2400" height="1445" data-path="images/marketing-screenshots/settings/settings-lifecycle-light-branded.webp" />

<img className="hidden dark:block" src="https://mintcdn.com/swiftsyncai/v3yt1f31M6DbIwJS/images/marketing-screenshots/settings/settings-lifecycle-dark-branded.webp?fit=max&auto=format&n=v3yt1f31M6DbIwJS&q=85&s=b0a03e5e748fcc02ef452a4ea04e2a04" alt="WISEPIM product lifecycle stages and status automation" width="2400" height="1445" data-path="images/marketing-screenshots/settings/settings-lifecycle-dark-branded.webp" />

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.

<Info>
  Workflows build on lifecycle stages. You need at least **two stages** before you can create one. Set these up first in [Product Lifecycle](/en/workflows/product-lifecycle).
</Info>

## Turn workflows on

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

## Create a workflow

<Steps>
  <Step title="Start a new workflow">
    Click **Create Your First Workflow** if you have none yet. Otherwise click **Add Workflow** in the top right.
  </Step>

  <Step title="Name and describe it">
    Give it a clear name, like "Product Launch Pipeline." Add an optional description to explain its purpose.
  </Step>

  <Step title="Pick a color and icon">
    These help you tell workflows apart. They appear on the workflow cards in the list view.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Configure each stage">
    For each stage, you can choose which columns to show and which products to filter in. This is optional.
  </Step>
</Steps>

## Edit a workflow

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

### 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.

### 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.

<Warning>
  Changing the From or To stage resets every per-stage setting. Finalize your stage selection before you configure columns and filters.
</Warning>

### Per-stage configuration

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

#### 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.

#### Stage filters

Click the filter icon to control which products appear in a stage. Each condition has three parts:

| Part         | What it sets                                                                                       |
| ------------ | -------------------------------------------------------------------------------------------------- |
| **Field**    | The product field to check, such as Name, Price, Quality Score, or Has Main Image.                 |
| **Operator** | The comparison: equals, contains, is empty, has value, greater than, less than, is true, is false. |
| **Value**    | The 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).

<Tip>
  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.
</Tip>

## 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.

<Warning>
  Deleting a workflow is permanent and cannot be undone. Products in progress are not affected. They stay in their current lifecycle stage.
</Warning>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Product Lifecycle" icon="git-branch" href="/en/workflows/product-lifecycle">
    Set up the stages your workflows move products through.
  </Card>

  <Card title="Managing Products" icon="boxes" href="/en/essentials/managing-products">
    Work with products as they move through each stage.
  </Card>
</CardGroup>
