Workflow Settings

Overview

In Workflow Settings, you can choose how you want your end-user End-users, also known as Express Users, are the individuals accessing an application through Express View. In most cases, end-users are the customers using the product.s to interact with your workflow. You can adjust the settings to optimize:

  • State control

  • Navigation control

  • Navigation display

  • Messaging

  • Translations

  • Backward validation

After creating your workflow, you can enable any settings you want. It's important to note that these settings are workflow-specific. To enable settings to your other workflows, you must open each workflow and configure the settings individually.

What You’ll Learn

In this article, you’ll learn Workflow Settings and how to enable them.

Accessing Workflow SettingsA static image displaying how to access the Workflow Settings.

To access Workflow Builder Settings:

1. Open your workflow in the Workflow Builder.
2. Click the ··· (ellipsis) button.
3. Select Settings.

Workflow Info

This section explores the Workflow Info section of the Workflow Settings modal A modal is a window that appears on top of the content you are currently viewing.. After making adjustments to the modal, click Save.

A static image displaying the Workflow Info section of the Workflow Settings modal.

Setting Description

Workflow Title

Use this field to change your Workflow's title. It's important to note that the Workflow Path doesn't adjust automatically when you change the Workflow Title. When changing the Workflow Title, ensure it's unique to avoid issues with your other environment Workflows.

NOTE  A Workflow Title is required to save changes.

Workflow Path

Use this field to change your Workflow's path. Adjust the Workflow Path as you see fit, but ensure it's unique to avoid issues with your other environment Workflows.

To the right of the field, there's an option to copy your Workflow Path. Click Copy to copy the workflow path value to your clipboard.

NOTE  A Workflow Path is required to save changes.

Workflow Description

Add a workflow description in this field to to make it easier to onboard team members or hand off projects.

Express-User Navigation

A static image displaying the Express-User Navigation section of the Workflow Settings modal.

This section explores the Express-User Navigation section of the Workflow Settings modal. After making adjustments to the modal A modal is a window that appears on top of the content you are currently viewing., click Save.

Setting Description

State Control

State Control is how your end-user interacts with your workflow. It gives you the option to restrict or give freedom to end-user navigation. Regardless of your option, Next and Previous buttons display in Express View Express View is how your end-user views you application. Express View also lets you preview your applications to test your configuration and view the styling. This is also the view your end-users will see when interacting with your application. After configuring a module, click Preview in the Module Builder to interact with the module in Express View.. End-users can use these buttons to move to the next task,or a previous one.

The State Control setting contains the following options:

  • Auto State Control: This setting restricts your end-user from skipping tasks. They must complete their tasks in sequential order. This setting is selected by default.

  • Manual State Control: This setting gives your end-user more navigational freedom. If end-users have access to a task, they are free to jump to it at any time. They can also navigate to non-sequential tasks.

NOTE  It's important to note that the Manual State Control setting gives the end-user a lot of freedom to move around. For instance, they can complete the final task without completing any prior tasks. They can complete tasks in a different order or choose not to complete them at all.

Sequential Navigation Control

This setting controls how the end-user navigates the tasks of your workflow. An end-user can navigate freely without using the Next and Previous buttons, or any other navigation buttons.

NOTE  This setting is available only when Auto State Control is selected.

Sequential Navigation Control contains the following setting:

  • Make Sequential Navigation Clickable: When selected, this setting lets end-users navigate to the previous task in your workflow. They can also navigate to a previous task by clicking on the page's Navigation Display. They aren't required to use the Previous button to move around tasks.

When unselected, your end-user must carry out tasks sequentially. An end-user must use the Next and Previous buttons to navigate your workflow.

NOTE  If task fields are required to move on to the next task, the end-user must complete them first.

By default, this checkbox is clear.

Display Navigation As

This setting determines the completion path your end-user must follow in Express View. You can choose to display progress as steps or use a progress bar.

  • Steps: This setting displays end-user progress using a progress bar consisting of steps. This setting is selected by default.

  • Percentage: This setting displays end-user progress using a percentage-based progress bar.

Include in Navigation

The following options determine how tasks display to the end-user in Express View. The options include:

  • All Tasks: Displays everything in the workflow. This is the default selection.

  • All Tasks in Lane: Displays the nodes inside a dedicated swimlane.

  • All Tasks Until Lane Change: Displays all nodes before switching to another swimlane.

Canvas Settings

This section explores the Canvas Settings section of the Workflow Settings modal. After making adjustments to the modal, click Save.

A static image displaying the Canvas Settings of the Workflow Settings modal.

Setting Description

Enable Manual Layout

By default, the Workflow Builder organizes all configured nodes on the Workflow Builder canvas. When this toggle is set to (ON), you can manually arrange and position your Workflow nodes on the Workflow Builder canvas. You can grab and arrange all nodes as you wish.

WARNING  You might lose the current positioning if you enable this setting after configuring your nodes on the Workflow Builder canvas.

By default, this toggle is set to (OFF).

Custom Messaging

A static image displaying the Custom Messaging section of the Workflow Settings modal.

This section explores the Custom Messaging section of the Workflow Settings modal. After making adjustments to the modal, click Save.

Setting

Description

Error Title

When your end-user saves an invalid entry, an error message displays. Use this field to create a title for that error message.

By default, the Error Title displays as: Oops - {{ errors }} error(s) have been found! In this case, {{ errors }} represents the count of errors returned.

Error Message

When your end-user saves an invalid entry, they'll see an error message. Use this field to create a specific error message.

By default, the message reads as: Please fix the fields outlined in red.

Cancel Button Text

This field lets you set the button label text for the cancel button. This button displays in a pop-up when your end-user receives error validation. Or, it displays in a pop-up after clicking the Save and Exit button. On button-click, your end-user's updates clear.

By default, this button label text displays as Cancel.

Confirmation Button Text

This field lets you set the button label for the confirmation button. This button displays in a pop-up when your end-user receives error validation. Or, it displays in a pop-up after clicking the Save and Exit button.

By default, this button label text displays as OK.

Default Lane Change Message

Use this field to create a message that displays in a pop-up modal when an end-user navigates to a task where they don't have access. Your end-user sees this pop-up when they click the Next  button.

Default Exit Message

Use this field to create a message that displays after your end-user submits their final task.

Title

Use this field to create a title for your workflow. End-users see this title when viewing your workflow in Express View.

Save and Exit

This section explores the Save and Exit section of the Workflow Settings modal. After making adjustments to the modal, click Save.

A static image displaying the Save and Exit section of the Workflow Settings modal.

Setting

Description

Enable Save and Exit Button

This setting lets you add a Save and Exit button to your workflow. When this toggle is set to (ON), the button displays at the bottom of each page in Express View. This button lets your end-user save and exit individual tasks. You can also configure the button to trigger a hand-off and send your end-user to another page.

By default, this toggle is set to (OFF).

Save and Exit Label

Use this field to create a label for your Save and Exit button. This button displays at the bottom of your page in Express View.

By default, the button label text displays as Save and Exit.

Save and Exit Message

Use this field to create a message that displays in a pop-up modal when your end-user clicks the Save and Exit button. Interactive Cancel and Confirmation buttons also display in the modal.

If left empty, no pop-up modal displays on button-click.

Save and Exit Handoff Type

After enabling the Enable Save and Exit toggle, you have three drop-down options to redirect your end-user:

  • Module: Select a module in your environment to redirect your end-user to on button-click.

  • URL: Enter a URL to redirect your end-user on button-click.

  • Workflow: Select a workflow in your environment to redirect your end-user on button-click. After selecting this option, two drop-downs display:

1. Save and Exit Handoff Workflow: From this drop-down, select the Handoff Workflow you want to use.
2. Save and Exit Handoff Workflow Node: From this drop-down, select which Start node you want to trigger.

Other Settings

This section explores the Other Settings section of the Workflow Settings modal. After making adjustments to the modal, click Save.

A static image displaying the Other Settings section of the Workflow Settings modal.

Setting Description

Enable Vertical Navigation Display

This setting lets you display navigation in vertical order. When set to (ON), your Navigation Display is a table of contents on the left side of your page.

NOTE  Which tasks end-users can select depends on selections made to State Control settings.

By default, this toggle is set to (OFF).

Pass Non-Persisted Express Data to Automated Tasks, Gateways and Conditional Events

Non-persistent data refers to data that doesn't save to the Unqork database. Most components have Data Storage option that lets your automated tasks access and use unsaved data. When set to (ON), your application won't be bloated with large amounts of saved information.

TIP  To store a field's data to the Unqork database, set the Store Data in Database toggle to (ON). You can find this toggle in many of the components' configuration windows. Keep in mind, the Store Data in Database setting affects how data persists through your application.

By default, this toggle is set to (OFF).

Only Keep Persisted Data Upon Navigation

This setting controls what data stores on the end-user's side when navigating between workflow pages. By default, data from all fields store on the end-user's side when navigating between pages. But, you might want the end-user's submission to keep persistent data on navigation. Or, in other words, to only hold on to data that ultimately stores in the database on submission. In this case, set the Only Keep Persisted Data Upon Navigation toggle to (ON).

By default, this toggle is set to (OFF).

Enable Translations

This setting lets you use language translations in your workflow. When set to (ON), translatable elements in your workflow auto-populate in the Workflow Builder's Translate table.

TIP  To learn more about Workflow Translations, view our Workflow Builder Translate Sidebar Option article.

By default, this toggle is set to (OFF).

Validate When Navigating to Previous Step

By default, end-users must complete required fields before moving to the next workflow page. Built-in validation ensures required fields are complete before end-users can move on. If the end-user returns to a previous page, the fields clear and they must complete them again before moving forward. When set to (ON), this setting lets you validate required fields even when an end-user returns to a previous page. That way, the fields remain and end-users don't have to repopulate required fields to proceed.

TIP  The Validate When Navigating to Previous Step setting works with Auto and Manual State Control.

By default, this toggle is set to (ON).