How to build an audit workflow template
Build and preview an AuditIt workflow with record-only or before-and-after stages, multi-photo ranges, select options, and required fields.
By AuditIt Editorial Team · Fact checked
What to know
- Choose record-only or before and after before adding fields.
- Set photo minimums and maximums for multi-photo evidence.
- Define stable select options and preview the workflow before use.
How to build AuditIt workflow templates
Learn how workflow shape, photo ranges, option values, and preview create clear field rules.
Read video transcript
Open the template builder on mobile or web and name the audit workflow. Choose record-only for one visit, or before and after when the same subject needs two capture stages. Add sections and fields in the order field users should follow. For a photo field, set the minimum and maximum number of images; a range such as two to eight means at least two photos are required and up to eight are allowed. For a select field, add the option values users can choose, such as Pass, Faults noted, and Not tested. Mark only genuinely required fields, add clear help text, then preview the workflow to confirm its stage behavior and evidence rules before publishing. The template experience is designed for feature parity across web and mobile.
What this workflow helps you record
Build an audit workflow by choosing its work shape first, then arrange sections and fields, configure evidence rules such as multi-photo ranges and select options, preview the result, and publish only when the field flow is clear.
This tutorial is for AuditIt owners and administrators creating repeatable workflows for their own industry, team, customers, and field evidence standards.
Choose the right workflow shape
Record-only is the clearer name for work captured once. Before and after is appropriate only when users must revisit the same subject for two deliberate stages.
Set up the audit
- Name the workflow and choose record-only or before and after.
- Create sections that match the order of work in the field.
- Add fields, photo ranges, select options, help text, and requirements.
- Preview the mobile and web experience before publishing the workflow.
Use the key fields
Multi-photo fields
Set a minimum and maximum. A two-to-eight range requires at least two photos and allows no more than eight.
Select options
Add clear, mutually understandable values that field users can choose without guessing at meaning.
Workflow preview
Confirm labels, help text, required rules, option values, photo counts, and stage behavior on web and mobile.
Review the result
Walk through the preview as a field user. Remove unnecessary comparison fields from record-only work and make every photo range or select choice visible before capture.
Start with a workflow that fits
AuditIt includes ready-made audit workflow templates. Use one as provided, tailor it to your process, or build your own workflow from scratch.
Direct answers
Frequently asked questions
How do I require more than one photo?
Add a photo field and set its minimum and maximum values. The interface should state the required range clearly.
How do I add values to a select field?
Choose the select field type, then add each option value users should see and choose during capture.
Do mobile and web support the same template features?
They are intended to have parity for creating, editing, and previewing workflow fields and evidence rules.
Should record-only fields show an after comparison?
No. Record-only workflows represent one visit, so the field experience should not ask for an after stage.
Sources
- Forms tutorial, W3C Web Accessibility Initiative
- audit template
- workflow builder
- photo requirements
