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ExtensibilityWorkflowCreate and manage workflow definitionsGet started with Workflow

Configure the settings of a workflow definition

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Learn how to configure the settings of a specific workflow version.

You can configure workflow version-specific settings. Available settings include cleanup policy, execution priority, security, runtime settings, triggers, notifications, and input parameters. If API callout is selected as a trigger, the API endpoint and token are also displayed in the Settings tab.

The settings of a workflow is displayed on the Settings tab of a workflow instance. It is only applicable to the workflow instance.

1

On the Workflow landing page, click the Workflow tab.

2

Click the Add Add icon icon, and create a blank workflow definition or a workflow from a template to enter the settings page.

OptionDescription
Create a blank workflow definitionClick Create New and click Next.
Create a workflow definition from a templateClick the Settings tab at the top of the page.
3

Configure the displayed settings as appropriate. See Workflow-specific settings for general-purpose settings.

The displayed settings vary depending on the workflow definition.

4

After you have configured all intended settings, click Update to save your configuration.