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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. 

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, workflow URL, description, check-in comment, version, timestamp, windows execution group and icon.  

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The Workflow URL allows users to start a workflow in Portal without navigating through categories and clicking on Start button on the workflow timestamp. The link can be copied and edited (e.g. if you want the Portal menu to be hidden, edit the link with https://<IP>/StartWorkflow?showMenu=false&id=114, to match the example in the screenshot above. Users must be authenticated based on the configured method in order to access the link, if not, when opening the link, the user will be asked to authenticate first. 

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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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The Tracking Data can be set in three ways : Default, Activate for all activities and Deactivate for all activities.The Parameter Visibility can be set in three ways: Display and Sent values, Display values and Sent values. The users can choose which values will appear after the execution of the workflow. This setting is saved per workflow.Image Removed 


Parameters

For more information about Workflow Parameters, please visit 1.3.1.2.3. Workflow Parameters page. 

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The Workflow Form Configuration allows the user to customize the Start Workflow form in Portal for a workflow timestamp:

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The Visible ViewAllUsers and Visible Fallback settings refer to scheduling options and the Visible Comment setting refers to the Comments field in the Start Workflow form. If set to On, the fields will be visible in Start Workflow form, otherwise they will be hidden

The View Parameters Summary settings refers to the Parameter summary window that appears after configuring all the parameters in a workflow. In this window the user can see all the parameters that are visible and the configuration added to them, as well as scheduling information. If the toggle is set to false this page will not appear.

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The Parameter Visibility can be set in three ways: Display and Sent values, Display values and Sent values. The users can choose which values will appear after the execution of the workflow. This setting is saved per workflow.


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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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NOTE: If users import a workflow containing snippets which are not imported, they will still appear in the Linked Snippets tab but be marked as missing under the Selected Snippet Name column. In order to fix this, the users will have to also import the snippets and activate them.

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Create Snippets Report

The user can create snippets report  by clicking on Image Modified 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


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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