Workflow Settings

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. 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.

  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.

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.

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.

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.

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).

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.

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.

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.

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.

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.

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.

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

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