Advanced settings for workflow templates

Managing complex scenarios

Use advanced settings to manage more complex situations.

For example, if you allow users to clone workflow instances multiple times—such as in a tax advisory or HR business where clients need to complete the same workflow periodically—you may want to distinguish between completed workflows using a custom label. This label can be dynamically generated based on information entered by the user in the workflow’s forms. For instance, each time a client completes the "Tax Return" workflow, you might want to automatically label it with the relevant Tax Year provided in the form.

For this feature to work:

• make sure that the Form which holds the data is assigned a value (here its "Form") that is entered in the Workflow Editor

• make sure that the Form widget which holds the value of the label (here it is "Year") is entered in the appropriate widget in the Form definition