Workflow Settings

The Workflow Settings module in DocView Web allows users to configure global workflow naming conventions, activation settings, and system-wide workflow behaviors. This centralized configuration ensures consistency across all workflow processes and automations.

These settings apply to all workflows in the system and control how workflows are identified, tracked, and managed throughout their lifecycle.

Navigation

To access the Workflow Settings:

1. Login to DocView Web
   Enter your email and password to access the DocView Web dashboard.

2. Open the Sidebar Menu
   Click on the ☰ Sidebar Icon at the top-left corner to expand the navigation panel.

3. Select "Workflow" Menu
   From the sidebar, click on Workflow to view workflow-related options.

4. Click on "Workflow Setup"
   Within the Workflow sub-items, select Workflow Setup to open the workflow configuration page.

5. Access Workflow Settings
   Click the cogs icon (⚙️) near the grid section and select Settings to open the Workflow Settings popup.

Workflow Setup Settings Overview

Workflow List The system displays all available workflows with pagination controls:

• Records per Page: Configurable display (10, 5, or custom)
• Workflow Names: Comprehensive list of all defined workflows
• Pagination: "Showing page 1 to 2 of 12 records" indicates organized workflow management

Select Workflow Name Format

• Purpose: Defines the automatic naming convention for new workflows
• Format Options:
  • [Workflow Setup Name] - Base workflow identifier
  • (Current Date) (Current Time) - Timestamp inclusion
  • Combination of multiple elements

Workflow Name Values Configuration

Available Configuration Elements

• [Workflow Setup Name] - Primary workflow identifier
• [Current Date] [Current Time] - Timestamp for uniqueness
• [User Setting (UTC+01:00)] - User-specific timezone settings

Configuration Options

• Checkbox Selection: Choose which elements to include
• Order Management: Arrange naming components as needed
• Custom Combinations: Create unique naming patterns

Action Controls

Form Buttons

• Cancel - Discards all changes and closes settings popup
• Save - Applies all configuration changes and updates settings

Settings Impact

Naming Convention Effects

• Consistency: Ensures uniform workflow identification
• Uniqueness: Timestamp inclusion prevents naming conflicts
• Traceability: Clear workflow origin and creation context

Activation Controls

• Workflow Status: Global enable/disable for workflow processing
• System Performance: Manage resource allocation for workflows
• Maintenance Mode: Temporary suspension of workflow execution