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 timeAmountNumber input — The duration to wait. Time Unit timeUnitDrop-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 frequencyDrop-down — How often to fire. Options include: Daily, Weekly, Monthly, or Yearly. Day of Week dayOfWeekDrop-down — The day to fire. Options include: Sunday through Saturday. Visible when Frequency is Weekly. Day of Month dayOfMonthDrop-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 monthOfYearDrop-down — The month to fire. Options include: January through December. Visible when Frequency is Yearly. Time timeTime 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 cronExpressionText input — A valid cron expression defining the schedule (for example, 0 9 * * 1runs 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. |