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Workflow Configuration refers to different settings/options applied to a workflow timestamp with the purpose of preparing the workflow for execution in Portal. 

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Table of Contents


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:

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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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IMPORTANT: This tab is invisible for snippet workflows


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. 


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Create Snippets Report

The user can create snippets report  by clicking on Image Added button and selecting Create Snippets Report.

A report will be downloaded containing the snippets and their connections.


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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 


Logging View

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This area allows administrators to configure which parameter should be visible in Portal → History view and Administrator → Execution Logs View. The view shows the list of existing workflow/virtual parameters and the configuration is stored in the workflow export file. By default, all configuration options are unchecked. 
When a parameter is selected, it will be displayed in Portal → History view and Administrator → Execution Logs view, dependent of the values checked, Display Value and Sent Value will be displayed:
Administrator→ Execution Logs view:
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Portal → History view:
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