Manage Workflow Settings

You can customize the behavior and properties of your workflows by adjusting their settings, controlling how they operate and interact with your team.

Access Workflow Settings

1. Click Workflows in the sidebar.
2. Click + Create new workflow and complete the initial setup.
3. From the workflow's detail page, navigate to its Settings section.

Configure Workflow Settings

• Workflow Name and Description: Provide a clear name and a brief description to identify the workflow's purpose.
• Status: Toggle the workflow Active or Inactive to control its availability.
• Triggers: Define the conditions or events that automatically start this workflow.
• Rating Trigger Step: Configure when a customer rating notification is sent. This can be set to trigger immediately after a specific workflow step is completed, or after a set delay following that step's completion.
• Permissions: Specify which user roles or teams can access and modify this workflow. Different actor roles (Operator, Client, Installer) now have specific permissions and views within workflows, ensuring they only see and interact with relevant information and actions.
• Default Actor Names: Customize the default names for workflow actors (e.g., Operator, Client, Installer) to better suit your organization's terminology.
• Notifications: Configure automated alerts for key events within the workflow, such as step completion or deadlines. Notification recipient labels now provide improved clarity and accuracy for workflow actors, participants, and step assignees.
• API Background Events: For API background events within workflows, both a method and a URL template must be configured.
• Workflow Step Completion: When completing a workflow step, the system will now check for any active background events. Depending on these events, you may be prompted before proceeding.

Related articles

• Set up a workflow
• Add steps to a workflow
• Configure workflow step properties

Need help? Contact Installer.com support.