Skip to main content

Workflow Settings

While in Design mode, Workflow Settings display in the right panel of the Workflow:

Below is a list of General Settings:

Setting

Description

Description

Enter a description for the workflow.

Version

Indicates the version of the workflow.

General Workflow Instruction

General instructions for the overall workflow.

Below is a list of Formats:

Setting

Description

Format - Object Value Steps

The format for presenting Object values within a step.

Format - Template Steps

The format for presenting a template within a step.

Below is a list of Event Procedures:

Setting

Description

Before Status Changed

 

A custom procedure can be connected to a workflow. Either "Before status changed" or "After status changed", in order to trigger events in the workflow due to changes in the workflow step history.


After Status Changed

Was this article helpful?

We're sorry to hear that.