Online Help | Desktop App

Customizing your workflow configuration

This article explains how to quickly fine-tune your Alloy Navigator Express business logic using the Workflow Configuration section in the Settings App.

Workflow configuration eliminates the need for modification of individual workflow items and components when customizing your workflow. For example, once you specify a value (a person) for the Administrator parameter, all administrative alerts and notifications will be sent to that Administrator person.

To customize your workflow configuration:

  1. In the Side bar, go to Customization > General > Workflow Configuration.

    Configuration parameters are grouped into categories. Use the middle navigation bar to navigate to the desired category. Some categories include child categories; you will need to expand a parent category to access all its child categories. As you select a category, all the configuration parameters appear on the right, under the category name.

  2. Read the available descriptions and customize the configuration parameters as your business logic requires.

    Some parameters may look like check boxes. Others require you to choose one or several values from a drop-down list or to enter a numeric value.

    TIP: For example, under Administration, select an administrator from the drop-down list of persons. Alternatively, you can click the ellipsis button and double-click a person you want to choose as the administrator. You can also create a new Person record in the Select Person window (for details, see Selecting a Person record).

  3. Click Save on the Standard toolbar to apply your changes.