Settings – WF
The Settings panel is used to configure workflow integration with PANTHEON forms, define workflow parameters and variables, and create automatic workflow triggers.
The form can be accessed on the Workflow Design form by clicking the Settings panel.
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Icon
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The default icon ( ) of the workflow can be replaced by any icon from the Icon select window. The icon is used to create a shortcut to the workflow in the toolbar.
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| Key |
Unique workflow key used for internal identification of the workflow definition.
Workflows that start with the prefix “A” are PANTHEON read-only workflows. These workflows cannot be modified. They can only be copied, and the copied version can then be edited. |
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Name
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The name of the workflow, which can be changed as desired.
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| Store Instances |
If checked, the workflow instances will be stored to database. |
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Note
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A longer description of the workflow, which can be changed as desired.
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Identify
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Identification code that is automatically created when a new workflow is created. The code can be changed as desired.
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In this grid, you can set the form and the button where you want to integrate the workflow. Without a shortcut, you have to find and run the workflow from the workflow definitions register.
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Name
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From the drop-down list, select the form on which you want to integrate the shortcut to the workflow.
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HINT
When inserting forms to be integrated, the desired form must be opened beforehand. The form name will then appear in the drop-down menu.
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Wizard type
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Select the menu, in which the integration appears on the selected form: Wizard, Import/Export data or Reports.
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This grid allows defining input parameters for the workflow.
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Name
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From the drop-down, select the name of the parameter.
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Value
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Defines the value that will be assigned to the selected parameter when the workflow is executed.
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| User ID |
Links the parameter value to a specific user executing the workflow. |
| Test |
Runs a validation test to check if the parameter configuration works correctly. |
This grid shows links between the workflow and a dataset on a specific PANTHEON form. Here, you set the conditions that will be used to automatically run the workflow.
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Name
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From the drop-down list, select the dataset for which automatic start will be enabled.
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HINT
The data of the desired form is only visible in the list if the form is open.
The name of the dataset can be retrieved on the PANTHEON form by pressing Ctrl+Shift+Q.
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Link
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From the drop-down list, select the form field specified in the Name field that you want to associate with the workflow. The value of this form field is checked as a condition for the automatic start of the workflow.
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Operator
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Select the operator to compare the values of the Link and Value fields.
You can select between the following operators from the drop-down list:
= equals
<> not equal
> greater than
>= greater than or equal
< smaller than
<= smaller than or equal
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Value
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Enter a value in the field to compare with the value of the linked form field (in the Link field) based on the operator selected.
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The list shows the links between the workflow and the buttons on PANTHEON forms. Linking the workflow to the button means that the workflow will start automatically when the defined action for the button is carried out.
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Name
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From the drop-down list, select the name of the button for which the automatic start of the workflow will be enabled.
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HINT
When inserting the name of the buttons to be integrated, the desired form where the button is located must be opened beforehand. The button name will then appear in the drop-down menu.
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Link
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The type of link or action is displayed, e.g. button click = Click.
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Variables are used to store and manage data during workflow execution, allowing information to be passed between workflow steps and used in conditions, actions, or integrations.
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Name
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From the drop-down, select the workflow variable.
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Value
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Defines the value stored in the variable during workflow execution.
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Source
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Indicates where the variable originates from (Workflow, System, Dataset).
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| Group |
Defines grouping for better organization of variables. |