The Workflow Settings dialog configures a workflow's identity, end-user navigation behavior, canvas layout, custom messaging, save-and-exit behavior, and display options. To open it, click the (ellipsis) in the Workflow Builder toolbar and select Settings, or right-click a workflow in the Explorer and select Settings.
Workflow Info
Field | Description |
|---|---|
Workflow Title | The display name for the workflow as it displays in the UnqorkAI platform and the Explorer panel. |
Workflow Path | The URL-safe identifier used in routing and API calls. |
Workflow Description | A description of the workflow's purpose. |
Express-user Navigation
Controls how end-users move through the workflow in Express.
State Control
Field | Description | |
|---|---|---|
Auto State Control | End-users follow a sequential, step-by-step . Every step is executed in order. The current step reflects the end-user's progress through the workflow. | |
↳ | Make Sequential Navigation Clickable | When checked, this setting makes prior steps clickable so end-users can return to a completed step without losing their current position. Formerly known as Direct Navigation. |
Manual State Control | End-users can navigate to any step at any time. Steps are not required to be completed in order, and the current step does not reflect progress. | |
Display Navigation As
Controls how workflow progress is displayed to end-users.
Option | Description |
|---|---|
Steps | Displays progress as a numbered list of steps. |
Percentage | Displays progress as a percentage of steps completed. |
Include in Navigation
Controls which tasks are counted toward the progress indicator.
Option | Description |
|---|---|
All Tasks | Counts all tasks in the workflow. |
All Tasks in Lane | Counts tasks in the end-user's current swimlane. |
All Tasks Until Lane Change | Counts tasks up to the next swimlane transition. |
Canvas Settings
Setting | Description |
|---|---|
Enable Manual Layout | When set to ON, this setting lets Creators reposition nodes freely on the workflow canvas. When set to OFF, the canvas uses automatic layout. Toggling this setting resets the current node positions. |
Custom Messaging
Overrides default text for system-generated messages displayed during workflow execution.
Field | Description |
|---|---|
Error Title | The title displayed on the error dialog when a workflow error occurs. |
Error Message | The body text displayed on the error dialog. |
Cancel Button Text | The label for the cancel button in confirmation dialogs. |
Confirmation Button Text | The label for the confirm button in confirmation dialogs. |
Default Lane Change Message | The message displayed when an end-user transitions between swimlanes. |
Default Exit Message | The message displayed when an end-user exits the workflow. |
Title | The title displayed in the workflow header. |
Save and Exit
Configures a Save and Exit button that lets end-users save their progress and leave the workflow before completing all steps.
Field | Description | |
|---|---|---|
Enable Save and Exit Button | The button label displayed to end-users. | |
↳ | Save and Exit Label | The button label displayed to end-users. |
Save and Exit Message | The message displayed in the confirmation dialog before saving and exiting. | |
Save and Exit Handoff Type | Where the end-user is sent after saving and exiting. Options: URL, Module, or Workflow. | |
Save and Exit Handoff URL | The URL to redirect the end-user to after saving and exiting. Displays when Handoff Type is set to URL. | |
Save and Exit Handoff Module | The module to load after saving and exiting. Displays when Handoff Type is set to Module. | |
Save and Exit Handoff Workflow | The workflow to load after saving and exiting. Displays when Handoff Type is set to Workflow. | |
Save and Exit Handoff Workflow Node | The specific start node in the handoff workflow to begin from. Displays when a handoff workflow is selected. | |
Other
Setting | Description |
|---|---|
Enable Vertical Navigation Display | When set to ON, this setting renders the workflow's step navigation vertically instead of horizontally. |
Pass Non-Persisted Express Data to Automated Tasks, Gateways and Conditional Events | When set to ON, this setting makes non-persisted client-side data available to automated nodes during workflow execution. When set to OFF, persisted data is passed. |
Only Keep Persisted Data Upon Navigation | When set to ON, this setting stores persisted data in the client-side submission when end-users navigate between steps. When set to OFF, both persisted and non-persisted data remain available. To persist data, set a component's Store Data in Database toggle to ON. |
Enable Translations | When set to ON, this setting activates translation support for the workflow. |
Validate When Navigating To Previous Step | When set to ON, this setting runs field validation when an end-user navigates to a previous step. |
Changelog
Date | Change |
|---|---|
2026-07-09 | Initial publication. |