---
title: "Workflow Settings"
slug: "workflow-settings"
tags: ["Workflow Builder"]
updated: 2025-12-23T15:31:37Z
published: 2025-12-23T15:31:37Z
canonical: "docs.unqork.io/workflow-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unqork.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow Settings

**Workflow Settings** let you manage your workflow application, and include the following:

- Workflow Info
- Express-User Navigation
- Canvas Settings
- Custom Messaging
- Save and Exit
- Other

> [!WARNING]
> It's important to note that these settings are workflow-specific. To enable settings to other workflows, open each workflow in the Workflow Builder and configure the settings individually.

## Accessing Workflow Settings

To access Workflow Builder Settings:

1. Open your **workflow** in the Workflow Builder.
2. Click the ![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image(33).png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) (**ellipsis**) button.
3. Select **Settings**.

[![This image displays settings options for Workflow builder](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Workflow%20Settings.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/WF%20Settings%20Ellipsis.jpg?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)

After accessing the settings modal, click on the following tabs to see more information on each setting section:

Workflow InfoExpress-User NavigationCanvas SettingsCustom MessagingSave and ExitOther

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

[![Workflow information fields for dynamic module including title, path, and description.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image-1765565245985.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/WF%20Workflow%20Settings%20WFInfo.jpg?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)

| 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. A value in the **Workflow Title** field 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. A value in the **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. |

This section explores the Express-User Navigation section of the Workflow Settings modal. After making adjustments to the modal, click **Save**.

[![Settings for express-user navigation including state control and display options.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image-1765565269204.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/WF%20Workflow%20Settings%20ExpressNav.jpg?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)

| 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. 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] > 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](/v1/docs/swimlane-management). - **All Tasks Until Lane Change**: Displays all nodes before switching to another swimlane. |

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

[![Canvas settings with toggle for enabling manual layout option displayed prominently.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image-1765565291811.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/WF%20Workflow%20Settings%20CanvasSettings.jpg?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)

| Setting | Description |
| --- | --- |
| **Enable Manual Layout** | By default, the Workflow Builder organizes all configured [nodes](/v1/docs/workflow-builder-node-library) on the Workflow Builder canvas. When this toggle is set to ![A toggle switch indicating an on/off state for a user interface element.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 1.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(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. > [!CAUTION] > 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 ![A toggle switch in the 'on' position, indicating an active setting or feature.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 2(1).png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(OFF)**. |

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

[![Error message form indicating fields that need correction and action buttons.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Custom%20Messaging.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/WF%20Workflow%20Settings%20CustomMessaging.jpg?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)

| 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. |

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

![Toggle switch for enabling the Save and Exit button in a user interface.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image-1765565356236.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)

| Setting | Description |
| --- | --- |
| **Enable Save and Exit Button** | By default, this toggle is set to ![A toggle switch in the 'on' position, indicating an active setting or feature.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 2(1).png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(OFF)**. |

![Settings for enabling a save and exit button with labels and messages.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image-1765566384822.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)

| 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 ![A toggle switch indicating an on/off state for a user interface element.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 1.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(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 a hand-off and send your end-user to another page. |
| **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: - Save **and Exit Handoff Workflow:** From this drop-down, select the Handoff Workflow you want to use. - **Save and Exit Handoff Workflow Node:** From this drop-down, select which Start node you want to trigger. |

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

[![Settings options for navigation display, data persistence, translations, and validation steps.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Other.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/WF%20Workflow%20Settings%20Other.jpg?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D)

| Setting | Description |
| --- | --- |
| Enable Vertical Navigation Display | This setting lets you display navigation in vertical order. When set to ![A toggle switch indicating an on/off state for a user interface element.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 1.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(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 setting is set to ![A toggle switch in the 'on' position, indicating an active setting or feature.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 2(1).png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(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 ![A toggle switch indicating an on/off state for a user interface element.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 1.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(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 ![A toggle switch indicating an on/off state for a user interface element.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 1.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(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 setting is set to ![A toggle switch in the 'on' position, indicating an active setting or feature.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 2(1).png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(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 ![A toggle switch indicating an on/off state for a user interface element.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 1.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(ON)**. By default, this setting is set to ![A toggle switch indicating an on/off state for a user interface element.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 1.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(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](/v1/docs/workflow-translate-settings) article. By default, this setting is set to ![A toggle switch in the 'on' position, indicating an active setting or feature.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 2(1).png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(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 ![A toggle switch indicating an on/off state for a user interface element.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 1.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(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 setting is set to ![A toggle switch indicating an on/off state for a user interface element.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 1.png?sv=2026-02-06&spr=https&st=2026-10-26T09%3A08%3A06Z&se=2026-10-26T10%3A08%3A06Z&sr=c&sp=r&sig=iTZWgg1YMD9ODKDzoQVFUV01hMrlvqVWxu0LxopZBfE%3D) **(ON)**. |

In Unqork an application is a program used to perform specific tasks. An application can be one of two types: workflow or module.

A modal is a window that appears on top of the content you are currently viewing.

A place on your operating system that stores recently copied content. The clipboard only stores one item at a time.

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.

Express View is how your end-user views your 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, 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.

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.

A URL (uniform resource locator) is a unique identifier used to locate a resource on the internet. Also known as a web address.

Also known as Record Data. Submission data consists of information saved by Unqork components. View submission data by using the angular command, or in Record Collections.