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Configuration

Configuration Goals

Section titled “Configuration Goals”

Initial production-ready configuration includes:

  • At least one active workflow.
  • Valid approver assignment.
  • Workflow naming convention.
  • Optional cross-space import source strategy.

Step 1: Open Workflows Tab

Section titled “Step 1: Open Workflows Tab”

Workflows tab in SPARROW

Step 2: Create Main Workflow

Section titled “Step 2: Create Main Workflow”
  1. Click Create Workflow.
  2. Enter workflow name with clear purpose (example: docs lifecycle).
  3. Select workflow type:
    • Single step for simple approval.
    • Multi step for sequential approvals.
  4. Add approver(s).
  5. Set approval mode (Any one approver or All approvers).
  6. Save.

Workflow created in table

Step 3: Edit Workflow Details

Section titled “Step 3: Edit Workflow Details”
  • Use row actions (...) -> Edit.
  • Update owners/approvers/step behavior.

Edit workflow modal

Step 4: Manage Lifecycle Operations

Section titled “Step 4: Manage Lifecycle Operations”
  • Duplicate workflow for safe experimentation.
  • Disable a workflow when pausing usage.

Workflow actions menu

Duplicate and disabled state

Step 5: Cross-Space Workflow Import (Optional)

Section titled “Step 5: Cross-Space Workflow Import (Optional)”

Use Import Workflows to bring proven workflows from another space (example SPARROWSALES) into SPARROW.

Import modal with cross-space workflow

Imported workflow visible in SPARROW

Section titled “Recommended Naming Convention”
  • <Domain> <Purpose> Workflow
  • Include a stable team keyword (e.g., Docs, Ops, Sales).

Configuration Quality Checks

Section titled “Configuration Quality Checks”
  • Workflow toggle is active for live use.
  • Approver names resolve correctly.
  • Duplicate/test workflows are cleaned up or disabled.