Workflow Settings

Within the workflow builder, you can make changes and access workflow settings by selecting the wheel/gear icon for workflow model settings on the workflow being edited. The wheel/gear icon is located in the top right corner of the builder view and will allow you to set:

• Template description – Used to describe how this workflow works or what it does. Can be viewed by hovering over the name prior to running the workflow
• Workflow Title – Used by adding property names from your starting web form to enable search terms on the dashboard to locate instances
• Expiration Timer – Used to set a date when the workflow will be cancelled automatically. Best used for abandoned workflows to keep the in progress tab clean and simple

Related Information

All About Workflows (Quick Reference)

Need more help getting set up? Contact us for assistance from our customer support team.