Configure workflow settings

You can enable users to create their own workflows by using code already deployed by an administrator.

  1. On the top navigation bar, click Application Management.

  2. On the Application Management page, in the Workflow Management section, click Workflow settings.

  3. On the Workflow Settings page, on the Web Application menu in the Web Application section, click Change Web Application if the currently selected Web application is not the Web application for which you want to configure workflow settings.

    • On the Select Web Application page, click the Web application for which you want to configure settings.

  4. In the User-Defined Workflows section, select Yes if you want to enable user-defined workflows, or select No if you do not want to enable user-defined workflows.

  5. In the Workflow Task Notifications section, under Alert internal users who do not have site access when they are assigned a workflow task, select Yes if you want internal users without site access to be sent an e-mail alert when a task is assigned to them. Users attempting to complete the task by using the link in the alert will be directed to the Request Permissions page. If you don't want users without site access to be sent an e-mail alert when a task is assigned to them, select No.

  6. Under Allow external users to participate in workflow by sending them a copy of the document, select Yes if you want documents to be sent to users by e-mail when those users are part of the workflow but do not have access permissions to the documents. If you do not want documents to be sent to users that do not have access permissions, select No.

    Note: If the object in the workflow is not a document but a list item, the list item properties are displayed in a table as part of the e-mail message.

  7. Click OK.

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