# Workflow Best Practices & FAQs

<a href="https://pxa.impact.com/student/activity/1117576?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=dis-350&#x26;utm_campaign=help-center" class="button primary">Take the PXA course</a>

{% embed url="<https://res.cloudinary.com/product-enablement/video/upload/v1748512977/PXA%20Microlearnings/dis-350-1.mp4>" %}

#### Workflows top questions

<details>

<summary>How can I keep track of accepted applications?</summary>

To keep track of which partners your workflow rules have accepted, [create a partner group](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-groups/create-and-manage-partner-groups) for each workflow and assign accepted partners to that partner group when [creating or editing the workflow](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/review-partner-applications/automate-partner-application-processing/create-workflows-to-automatically-process-partner-applications).

<div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-54ce254cd79d5d7e1612f128b5d0d4691f0e43d4%2F3412cad1c26491a0f87761f920dfdfae9052b49c7c5aa655e621799ab2266377.png?alt=media" alt=""><figcaption></figcaption></figure></div>

</details>

<details>

<summary>What are some good condition combinations to use when setting up workflows?</summary>

This depends on your business needs. Here are two sets of conditions that work well together:

**Business Models, Partner Size, and Partner Country**

Using these conditions, you can specify the size and type of partner you want to work with and where they should be situated.

{% hint style="info" %}
**Example:** Let's say you want to partner with large content publishers in the United Kingdom, you can set your conditions as follows.

<img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-2ccfe763da6d2b21ed83eadb13a652086768ab81%2F9d69e55e7e18b1e17ff1d0d5ea1725f98b98c9d5f108fd25394d52eb6aa59978.png?alt=media" alt="" data-size="original">
{% endhint %}

{% hint style="info" %}
**Note:** Include the **Assign Group** and **Process Application** action types.
{% endhint %}

**Template Terms and Partner Country**

Using these conditions, you can specify on which terms you want to work with partners in specific countries.

{% hint style="info" %}
**Example:** Let’s say you want to work with Coupon partners based in the US.

<img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-ff43611fb85e493a5174686fb3ff3c6f9ef4fbe3%2Faf1e62d537f72c37229b9fac6df8b61e0a661cfe54f5e39aca66a2a051de21d9.png?alt=media" alt="" data-size="original">
{% endhint %}

{% hint style="info" %}
**Note:** Include the **Assign Group** and **Process Application** action types.
{% endhint %}

</details>

<details>

<summary>How do I undo workflow-processed partner applications?</summary>

**Undo an accepted workflow**

You can [expire partner contracts](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/contracts-and-template-terms/contracts/expire-partner-contracts).

**Undo a rejected workflow**

1. Visit the [**Applications**](https://app.impact.com/secure/advertiser/engage/contracts/activity/adv-manage-pending-public-ios-v2-flow.ihtml?execution=e1s1#sortBy=relevance\&sortOrder=DESC) screen and head to the **Processed** tab.
2. Use the **Rejected** status filter and the **Group** filter to find rejected applications.
3. Hover over the partner you want to join your program, then select ![\[More\]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-e177a55169a53da65352a87e441df82e.svg) **\[Menu]** → **Send Proposal**.
   * From here, propose a contract to the partner.

</details>

#### Workflow creation best practices

Below are tips on how to best make use of workflows to process partner applications:

* Keep Workflows mutually exclusive from each other. You can do this by ensuring that conditions across Workflows don't contradict each other. If Workflows aren't mutually exclusive, the action in the most recently updated Workflow will be used.
* When you're first starting up with Workflows, have the Workflow add processed partners to a [unique group](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-groups/create-and-manage-partner-groups) so you can easily find them on the [Applications](https://app.impact.com/secure/advertiser/engage/contracts/activity/adv-manage-pending-public-ios-v2-flow.ihtml) screen with the use of the *Group* filter.
* Keep your first few Workflows basic and broad, then get more precise with them as you get more comfortable with using Workflows.