The point of a flow is that nobody has to notice a job is ready. Each stage carries one condition under Moves on when: — the thing that has to become true — and Vylan watches for it.

Only what could actually end this stage

The conditions on offer depend on the kind of stage, and that is deliberate. A preparation stage cannot be waiting for an invoice to be paid, because there is no invoice at that point in the job — the billing happens at a different stage entirely. Offering it would be offering an answer that could never come true.

So each kind offers what could genuinely end it:

• Document collection and review — All documents are verified.
• Signature — Everyone has signed, or The signature request goes out if sending it is all this step was for.
• Payment — The invoice is paid, or The invoice is sent when you bill and carry on rather than bill and wait.
• Proposal — the client accepts.
• Questionnaire — the answers come back.

Two conditions are offered on every stage, because they always make sense: All stage tasks are checked off — that step's own to-dos are done — and You move it yourself, for a step that ends when a human says so and nothing else.

Review offers documents-verified as well as tasks, because a review commonly ends on the file being checked rather than on a list being ticked.

Automatic, or ask first

Once the condition is true, a stage set to Automatic moves on by itself. One set to Ask me to confirm waits and asks — the condition is met, do you agree it should go forward?

Confirm is for the steps where being right matters more than being quick. A job leaving review is the usual candidate: the documents are verified, but somebody should still say yes.

Moving a job by hand

You can always move a job yourself, whatever a stage is waiting for. The condition is what Vylan watches so you do not have to — not a lock on your own judgement.