Allows you to add a list of the workflows (used to be panels) that can be configured in the workspace wizard to enter information for the workspace dialog created here. Here you can select the panels to be displayed in the wizard. Click the Edit button in the far right column to edit the panel. In the Edit Workflow window, type information in the provided fields, based on the table below, then click Update. Field | Description |
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Wokflow | Displays the default workflow name | Display Name | Enter name for the workflow. This is displayed in the navigation pane and at the top of the workflow. This is a required field. | Description | A brief description for the workspaces created through the dialog | Is Hidden | Select Yes to hide the panel in the workspace wizard, when entering information for the workspace dialog. | Lookup Type | Available only in the Security Panel. You can restrict the Users to add/modify security members either from internal or external users and groups. Select the option “Internal or External”. This displays internal or external user and groups in the security panelIt will display Users and Groups based on this option in the Security Panel while creating/modifying the workspace. Note: Office365, Kira, HighQ, iManage SPM supports only Internal lookup. | Change order | Click the Change Order button to change the panel order in the workspace wizard. In the Change Panel Order window, drag and drop the panels to revise the order. Click Save. | System | Only applicable to the Workspace Panel Select the external system to create the workspace. |
The list of information displays in the following columns in the Workflow: Column Name | Description |
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Workflow | Displays the Workflow name | Display Name | Displays the edited workflow name | Order | Displays the order of the workflow | Description | Displays the description entered above | Hide | Displays Yes if workflow hidden | Edit | Click the button to edit workflow details. |
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