Process Studio -Workflows - Settings Management

  • Updated

Workflow Settings allow users to update basic Workflow information and organize them using tags. These settings support easier searching, reporting, and overall management within the system.

Through the Workflow Settings, users can perform the following actions:

  • Rename a workflow.
  • Assign existing tags.

In the Workflows Editor click the Settings icon located in the upper-right corner of the grid.

How to Change the Workflow Name

  1. In the GENERAL tab, change the name in Rename Workflow.
  2. Click SAVE.

6 STEPS

1. In the Workflows Management dashboard, locate the workflow to manage and click its name.

2. In the Workflows Editor click the Settings icon located in the upper-right corner of the grid.

3. In the GENERAL tab, change the name in Rename Workflow.

4. And then click SAVE.

5. The workflow name was edited successfully message is displayed.

6. That's it. You're done.

https://www.iorad.com/player/2678880/Process-Studio---Workflows---How-to-Change-the-Workflow-Name?iframeHash=watchsteps-1&lang=en



Next step

How to Assign Tags

  1. Navigate to the TAGS tab.
  2. In Assign Tags, click the icon to open the dropdown list of available tags.
  3. Select the tag you want to assign to the Workflow.
  • Repeat this step to assign multiple tags.
  • Displayed tags are dynamically displayed based on the tags created in the Tags menu.
  1. Click SAVE.