Workflow Settings is where you configure the foundational details of a workflow — things like its title, who can start it, and the due date. These settings apply to the workflow as a whole, rather than to individual steps.

Accessing Workflow Settings

Workflow Settings can be accessed in two ways:

• When creating a new workflow — the settings panel appears automatically after clicking + Add Workflow
• Inside an existing workflow — click Workflow Settings in the top bar of the Workflow Builder canvas

💡 Tip: You can return to Workflow Settings at any time to update these details, even after the workflow has been built.

General Tab

The General tab contains the core configuration for your workflow.

Title

The name of the workflow. This is what HR and admins will see in the Workflows list and what participants may see depending on how the workflow is configured.

• Required field

Filing Name

A short internal reference name used for organising and identifying the workflow in records and reports.

• Required field

Who Can Start This Workflow