Workflow Properties

The Workflow Properties are used to configure the high-level settings of the Workflow.

1. From the Workflow Designer dashboard, select the relevant Workflow from the list.
   Note - The Workflow must be in draft mode, the status displays in the lower left corner.

   

   See - Searching for a Workflow.
2. Right click the Workflow background and choose Properties from the menu, or select Properties from the toolbar.

   

   The Workflow Properties displays.

3. Update the Workflow Properties as required:

   

   • Taxonomy
     Add keywords to assist users searching for Workflows.

   See - Workflow Taxonomy and Making a Workflow Public.

   • Description
     The public title of the Workflow.
   • Author Review Date
     Select a date to generate an alert on the Dashboard to review the Workflow in the future with the Author.
     See - Author Review Date.
     
   • Public (default false)
     Set to True to make the Workflow publicly available.
     See - Making a Workflow Public.
     
   • Categories
     If Workflows are available via a website, Categories enable users to quickly find a Workflow.
     Select the Category Value box to display the options.
     Select More to view the Category list.

     

     Choose the relevant Category.
     Or select Delete to clear the allocated Categories.
     Note - Categories are set in the Administration section.
   • Author
     Enter the name of the person who commissioned the design of the Workflow.
   • Requires Sign-off (default true)
     Set to False to remove sign off requirements.