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Workflow preferences

When creating a new workflow, you need to configure its preferences first.

Workflow preferences are divided into three groups:

Settings. Here you can configure:

  • Workflow name

  • Workflow description. You can provide more information about the workflow.

  • Sort. The smaller is the "sort" value, the higher is the workflow in the list of available workflows.

  • Image. This image will be displayed next to the workflow name in the list of available workflows.

Titles. Edit captions for workflow items and sections. For example, you can change Add Element to Add Document if the workflow is used for document approval.

Access. Configure access permissions to the workflow for groups, users or departments.

If you are editing an existing workflow, click the settings button at the top right corner to:

  • Delete workflow

  • Copy workflow. The same workflow will be added to the list of Workflows in Feed but with a (copy) addition.

  • Configure workflow fields.

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