SourceDay’s Decision Automation workflows are designed to run according to your business rules and priorities. Each workflow is built using triggers and conditions that you define, but when a single supplier event matches multiple workflows, SourceDay uses workflow prioritization to determine the order in which they run.
Understanding and setting workflow prioritization is essential to ensure your automation behaves as expected.
Why prioritization matters
When more than one workflow is eligible to take action on a supplier proposal, such as a cost and date change, only the first matching workflow will execute. All others will be skipped. That’s why defining a clear order of execution is critical.
For example:
If one workflow auto-accepts a change and another rejects it under different conditions, the one ranked highest will control the outcome.
This helps prevent duplicate or conflicting actions across workflows.
Note: These instructions are for Admins or delegates who have Custom Automation edit access.
How to set workflow priority
Follow these steps to prioritize your automation workflows:
1. Open the automation workspace
Click on the Automation icon in the top navigation bar to go to the automation page.
2. Choose the workflow type
On the left side of the automation dashboard, select the workflow trigger type you want to prioritize:
Supplier proposed date, cost, or quantity change
Supplier proposed cancellation risk
Each type has its own independent prioritization list.
3. Drag and drop workflows to set order
You’ll see a list of workflows associated with the selected trigger type. Simply drag and drop the workflows into your desired order.
The top-most workflow will run first.
Only the first matching workflow (based on trigger and refine conditions) will execute.
Lower-priority workflows will be skipped if the event is already handled.
Changes are saved automatically as you reorder.
Best practices
Place most specific workflows at the top—these typically have stricter filters or targeted logic.
Use more general fallback workflows later in the list to catch any remaining scenarios.
Review workflow order any time you:
Add a new automation
Update filters in an existing workflow
Change your supplier escalation policies