Expanding upon the Templates feature, Workflow is a powerful tool to speed up order preparation and job planning while maintaining process quality and consistency on your production floor. Workflow enables you to create lists of standard and customized processes, each with their own individual steps and work instructions. Utilizing Workflow will ensure every step in your process is scheduled and tracked.


Creating a new workflow

To create a new Workflow, navigate to “Manage” > “Workflow”.
Click on the Add Workflow button.
Give your workflow a Workflow Name and select a Workflow Type.


Workflow Types:

Additive Manufacturing: low-to-high volume, production-grade, functional or prototype parts. 

Specimen: Specimen parts are generally produced for quality assurance, testing or one-offs.

Note: Workflow Type can not be changed once the Workflow is saved.


Adding Workflow Steps:

To add a workflow step, click the Add Steps button.  


Adding steps is a two-part process:

  1. Select a Printer Type from the list of Available Printers Types.
    Once selected,
  2. Select 1 (or more) Post-Processing and/or Shipping steps.
  3. Click Save to continue.

Adding Workflow Specific Work Instructions:

To create a specific checklist of Work Instructions for this workflow, click the plus icon next to the specific Workflow step.


You will be presented with the Create Work Instructions window that will allow you to specify work instructions that are specific to the Workflow you are creating. You can edit the description of the process step as well as add a URL to access any Additional Instructions or Specification documentation that is accessible via the web.


To start adding Work Instruction steps, click the Add Step button. Each step requires a description which can be entered in the text field. Additional information can also be specified for each Step including the Report type (for example: Picture Report Type), Required checkbox, as well as a URL Link option to additional Instructions.

To continue, click save.

Note: the order of Workflow steps and Work Instructions can be changed by clicking the arrows in the Position column.



Adding a Specimen to the Workflow

A specimen (testing coupon) and workflow may be an additional requirement in some additive processes. To add a Specimen to the Workflow, click the “Add Specimen” button. Select a CAD model from the model library, indicate the quantity, and select a from the list of available specimen workflows. Click Add to continue.

Click Save to return to the Workflows page. The Workflow is now available to use.


Using a Workflow

To assign a Workflow to a Line Item, select the appropriate “Workflow” while adding a new CAD file to your Order.

Note: The "Workflow" may be changed as long no runs have been scheduled for a line item.


When you create your first Run using the selected Workflow, each process step will be automatically scheduled too. These runs are now visible on your Queues Gannt chart and on the Runs page.



Do you have specific workflow requirements in your Additive Manufacturing processes? We would like to hear from you. Contact us today at


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