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Settings

Click the Settings button (highlighted in blue in the screenshot below) in the Guided Designer. The Settings panel displays – as you can see, workflows have an enormous number of configuration options. Some commonly used ones examples are:

  1. Set up access control – who can edit the workflow, start it etc.
  2. Customize messages displayed to users, saved in the audit trail.
  3. Configure what happens when the form is submitted e.g. send an email, save to a document management system.
  4. Style the look & feel according to your requirements.

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