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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

Published:

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

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