Workflow Configuration refers to different settings/options applied to a workflow timestamp with the purpose of preparing the workflow for execution in Portal.
- Workflow Details
- Parameters
- User assignments
- Scripts
- Preview
- Workflow Form Configuration
- Linked Workflows
- Broken Link To Snippets
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Workflow Details
In the Workflow Details tab there can be found information like the workflow's name, type, display name, workflow ID, timestamp ID, description, check-in comment, version, timestamp, windows execution group and icon.
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Extra settings are available to customize the workflow's execution, as seen below:
IMPORTANT: The only setting available for snippet workflows is the Is Active setting (Because there can exist multiple timestamps or versions of the same snippet workflow, the user must make active the snippet workflow timestamp that will be triggered during the execution of the linked workflows).
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- at Import: if the workflow contains at least one of the following activities: Approval, Approve with Values, Wait for More Input
- at Check-in: if the workflow contains at least one of the following activities: Approval, Approve with Values, Wait for More Input.
The Tracking Data can be set in three ways : Default, Activate for all activities and Deactivate for all activities.
Parameters
For more information about Workflow Parameters, please visit 1.3.1.2.3. Workflow Parameters page.
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Linked Snippets
This tab is only visible for workflows that have at least one snippet active with links to the workflow. This tab is not editable, it's solely informative.
Create Snippets Report
The user can create snippets report by clicking on button and selecting Create Snippets Report.
A report will be downloaded containing the snippets and their connections.
Linked Workflows
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CAUTION: snippet workflows must be active in order to be listed in the Select the snippet to be set