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Overview

Some workflows will require additional Workflow Setup before they start.

You'll see a message like this in the Workflow Popup, asking you to set Parameters:

If the parameters of the workflow are altered after you've set them, you may see this screen again.

Setting parameters

Choose the Parameters button to open the Workflow Parameter screen:

Once you've finished editing parameters, click the "Save" button and the workflow will be active in it's initial state.

Editing parameters

Once you've saved the parameters, the Workflow Popup will return 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.

Choose thebutton at the top of the screen (above the page title) to display a summary of the current workflow:

Clicking the Edit parameters button will take you back in to the Workflow Parameters screen where  you can make any required changes.

See also

Reporting Guide:

Workflow Authoring Guide:

Administration Guides: