Documentation Index

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Workflow Node Settings

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Common settings and actions for Workflow Builder nodes, organized by setting type.

For output link settings, see Output Links.

Node Actions

Universal Actions

These actions are available on every node.

Action Description
Edit Opens the node settings panel. Available when you select a node on the canvas.
Delete Removes the node from the canvas. Available from the actions drop-down when a node is selected.

Timer Start Node and Signal Start Node

These actions display on Timer Start and Signal Start nodes only. They are also governed by Start Node Administration.

Action Description
Start Activates the node and begins the timer or signal listener.
Stop Deactivates the node. Settings become editable again after stopping.
Run Once Triggers the node a single time without activating it on a recurring schedule.

Settings Reference

Label

Available on all nodes.

Setting Field Type Description
Label label Text input A display name for the node on the canvas.

Path

Available on: Timer node, Timer Start node, and Signal Start node.

Setting Field Type Description
Path nodeId Text input The unique identifier automatically generated for the node. Preset and not editable.

Scheduling

Available on: Timer node and Timer Start node.

Setting Field Type Default Description
Type timerType Radio button Relative The scheduling mode to use. Options include: Relative, Exact, or cron.

Relative (default): Fires after a set amount of time.

Setting Field Type Default Description
Time Amount timeAmount Number input The duration to wait.
Time Unit timeUnit Drop-down The unit of time. Options include: Minutes, Hours, Days, Weeks, Months, or Years.

Exact: Fires at a specific scheduled time.

Setting Field Type Default Description
Frequency frequency Drop-down How often to fire. Options include: Daily, Weekly, Monthly, or Yearly.
Day of Week dayOfWeek Drop-down The day to fire. Options include: Sunday through Saturday. Visible when Frequency is Weekly.
Day of Month dayOfMonth Drop-down The day of the month to fire. If the selected day doesn't exist in a given month, fires on the last day of that month. Visible when Frequency is Monthly or Yearly.
Month monthOfYear Drop-down The month to fire. Options include: January through December. Visible when Frequency is Yearly.
Time time Time input The time of day to fire, in UTC.

Cron: Fires based on a cron expression for advanced scheduling.

Setting Field Type Default Description
Cron Expression cronExpression Text input A valid cron expression defining the schedule (for example, 0 9 * * 1 runs every Monday at 9:00 AM).

Error Message

Available on: Exclusive Gateway node and Inclusive Gateway Split node.

Setting Field Type Default Description
Error Message errorMessage Text area The message displayed when no output link condition is met.

Boundary Event Condition

Available on: Timed Event node.

Setting Field Type Default Description
Activate When... startCondition Text input A condition expression that determines when the event becomes active, for example, status="Pending". Leave empty to activate immediately.

Triggering Event

Available on: Signal Start node.

Setting Field Type Default Description
Triggering Event triggeringEvent Drop-down The platform event that begins this workflow. Options include: On Promotion (Specific Application), On Promotion (All Applications), On Save (Specific Module), On Save (All Modules), On Save (Specific Workflow), On Save (All Workflows).
Application applicationId Module selector The application to monitor for promotion. Visible when Triggering Event is On Promotion (Specific Application).
Module moduleId Module selector The module to monitor for saves. Visible when Triggering Event is On Save (Specific Module).
Workflow workflowId Module selector The workflow to monitor for saves. Visible when Triggering Event is On Save (Specific Workflow).

Signal Display

Available on: Signal node.

Setting Field Type Default Description
Use an Existing Module useExistingModule Toggle OFF When set to ON, this setting displays an existing module to end-users at this point in the workflow instead of the default message.
 Add a Module form Module selector The module to display to end-users. Visible when Use an Existing Module is ON.
Use Template useTemplate Toggle OFF When set to ON, this setting displays a custom message to end-users generated from a template expression.
 Template template Text input A template expression that generates the HTML message displayed to end-users. Supports {{ }} syntax for dynamic values. Visible when Use Template is ON.

Handoff

Available on: Handoff node.

Setting Field Type Default Description
Continue Current continueCurrentSubmission Toggle ON When set to ON, this setting carries the current submission into the next workflow.
Choose Workflow To Handoff To workflow Drop-down The workflow to hand off to.
Choose Node To Start From workflowNode Drop-down The start node in the target workflow. Visible when Choose Workflow To Handoff To is set.

Message

Available on: Message node.

Setting Field Type Default Description
Label label Text input message-{n} A display name for the node.
Send through channel Drop-down The messaging channel to use. Options include: Email.
To to Text input The recipient address. Supports template expressions. Visible when Send through is Email.
Cc cc Text input Additional recipients to copy. Supports template expressions. Visible when Send through is Email.
Bcc bcc Text input Additional recipients to blind copy. Supports template expressions. Visible when Send through is Email.
From Name fromName Text input The display name shown as the sender. Visible when Send through is Email.
Reply To replyTo Text input The reply-to address for the email. Visible when Send through is Email.
Subject subject Text input The email subject line. Supports template expressions. Visible when Send through is Email.
Template template Text input The message body. Supports template expressions using {{ }} syntax. Visible when Send through is Email.
Generate and Send Refer String generateReferString Toggle OFF When set to ON, this setting generates an authenticated link and includes it in the message.
 Refer String TTL (in minutes) referStringExpiry Number input 10 The number of minutes before the refer string link expires. Visible when Generate and Send Refer String is ON.
 Refer String Redirect Target redirectTarget Text input The path end-users are redirected to when they follow the refer string link. Supports template expressions. Visible when Generate and Send Refer String is ON.

Changelog

Date Change
Initial publication.