Workflow setup

Overview

Some workflows can require additional Workflow setup before they are applied.

You'll see a message like this in the workflow state dialog box, asking you to set Parameters:

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Workflow setup - parameter values prompt

If the parameters of the workflow are altered after you have set them, you might see this screen again.

Setting parameters

Choose the Parameters button to open the Workflow parameters screen.

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Workflow parameters - value setting

Here we have several workflow parameters to set up that require the entry of different value types:

•  a text string (Text parameter)

• one or more user names (Use Name)

• one or more group names (Group Name)

• a time period duration or fixed date (Due date)

• pre-set options from a dropdown menu

The values can be pre-populated by the workflow. 

Once you've finished editing parameters, click the Save button, and the workflow is active and in its initial state.

Editing parameters

Once you've saved the parameters, the workflow state dialog box returns to normal, showing information about the current state, etc.

However, if you made a mistake or need to make changes, you can edit the existing parameters by choosing the workflow icon breadcrumb at the top of the page (above the page title) to display a summary of the current workflow.

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Click the Edit parameters button to return to the Workflow parameters screen, where you can make any required changes.

See also

Workflow Authoring Guide

• Parameter References

• workflowparameter macro

• Edit workflow parameters using workflow builder

Administration Guides

• Parameters - space tools