Settings for workflows

Every workflow has general settings such as its name, description and type. This is where you adjust those basics and determine whether a backup copy of the documents processed should be made.

The workflow settings are shown in the General section when a workflow is edited. Navigate there through Flow > Workflows and click the workflow you want.

Permission required

To access this function you need the following permission:

• Edit workflow (AdminUI_WorkflowManagement_EditWorkflow)

You grant permissions through groups — see permissions – overview.

General settings

Setting	Description
Created	The time the workflow was created (only visible on existing workflows).
Changed	The time of the last change (only visible on existing workflows).
Type	The kind of workflow. The type determines which processing steps are available. For more, see workflow types.
Name	A unique name for the workflow. That name is also shown on the multifunction printers as a tile in the start menu.
Description	An optional description of the workflow.
Create a backup copy	When switched on, a backup copy of every document processed is made. That allows it to be restored later if something goes wrong.
Keep the backup copy for	Determines how long the backup copies are kept (in hours). Once the retention period has elapsed, the copies are deleted automatically. This field is only shown while Create a backup copy is switched on.

Click Save to apply the changes.