Default Workflow Settings

This window is accessible from the Workflow Templates or Workflow Monitor page. Here, you can set firm-wide preferences for how new workflows will be formatted by default.

To change your workflow settings, do the following:

  1. From the Workflow Templates or Workflow Manager page, click Default Workflow Settings.

  2. In the Display Settings area, the Filter drop-down is set to All Workflows by default. If you want to limit the type of workflow to be displayed when you view the Workflow Manager page, click the Filter drop-down and select Completed Workflows, Workflows In Progress or Stopped Workflows.

  3. In the General Settings area, you can select the following options:

  1. When you are finished, click Save.

  2. To exit the screen without saving changes, click Close.