The Workflow Settings page is the command center for each Workflow. From here, you can access all the settings you need to manage a Workflow.
- Select Workflows from the top navigation bar.
- Choose a Workflow, this will open the Workflow detail page
- Select in the upper-right corner to get to the Workflow Builder page.
- Click in the top right, and select Settings.
The Workflow Settings screen has expandable categories for different parts of a Workflow. Select to expand a section and make changes.
- Change the name, description, category, or owner
- Add or edit data tables and predictive models
- Manage your Workflow data
- Archive a Workflow
- Change advanced Workflow settings
You can add or edit basic information in the Name & Description section. This basic information is used to identify and distinguish this Workflow from another.
- Name: The name of the Workflow. The name typically describes the function, like “Close Contract” or “Create Reports for New Customers”. If you use a name that’s already in use, a (1) is added.
- Description: The description of the Workflow, such as what it does or how it should be used. A good description makes a big difference!
- Category: You or your company can use categories to organize Workflows. One team or department could have their own category, such as “HR” or “Ghost Busters”. Categories help organize Workflows and make them easier to find and manage.
- Owner: The owner of the Workflow has additional responsibilities or capabilities. An owner typically manages day to day use of the Workflow, such as starting it manually or addressing issues.
For more specifics on creating a Workflow, check out our Workflow article.
Data tables store information from each Workflow instance. All Workflows have their own Master Data Table which is associated and added when the Workflow is first created.
If you add an action to the Workflow that uses a unique data table, when you add the data table ID into the action, it automatically shows up in the data tables for that Workflow.
You can also access any table that’s referenced in your Workflow—if you add an action to the Workflow that references a data table, the table shows up here.
If you haven’t added any tables, just the Master Data Table will appear, select Add a Data Table to view a list of table for your team. To add a predictive model, select Add a Predictive Model. Learn more in our predictive models article.
Access or add any Helper Workflows for your Workflow here. A Helper Workflow is any Workflow that starts or is started by this Workflow.
Select an existing Helper Workflow to open the Workflow Settings for it, or select Add a Helper Workflow to add a new one.
After you select Add a Helper Workflow, you are redirected to the Workflows page. From this page:
- Select the Workflow you want to associate
- Select at the top of the page and select Parent Processes
- Enter in or select the name of the Workflow you want to add this Workflow to.
- Return to the original Workflow Settings page to see the newly associated Helper Workflow.
You can set various permissions for your Workflows, such as who has access to view and edit it, or how long any instance data is stored. Permissions are set when a Workflow is created, but can be edited any time in the security section of the Pushbot settings. See the Data retention and Understanding permission levels in Catalytic for more information
If a Workflow is no longer needed, you can archive it to prevent it from appearing in search or in team member’s Workflows page. Archiving a Workflow will prevent any new instances from being started.
If you’re considering archiving a Workflow for the first time, check the archive a Workflow article for more details.
Adjust advanced settings for a Workflow by selecting from the top of the Workflow Settings page.
- Parent Processes: You can associate this Workflow as a helper to another Workflow by selecting parent processes. If you select a parent process for the Workflow you’re working in, your current Workflow will appear as a Helper Workflow in the Helper Workflow section of the parent Workflow.
- Create Custom Action: If you consistently use the same series of actions, like resizing and renaming an image, you can turn it into a single reusable action, and even define your own inputs and outputs. Custom actions are available to your entire team, and added right into the action picker. Check the custom actions article to learn more.