Configuring workflow settings

You can use the Workflow configuration page to set up workflow summary report preferences and manage note placeholders for review actions.

1. In the Administration application, under Workflow settings (), select Workflow configuration.
2. On the Workflow configuration page, under Send workflow summary progress report to Workflow Originators, select when emails are sent.
   • Daily sends an email to users at the end of each day. This option is set by default.
   • Weekly sends an email to users every Sunday.
   • Never does not send an email to users.
   Note: These emails summarize workflow item completions. They list all denied, canceled, and completed workflows since the last email, based on the configured summary frequency.
3. Select the checkbox Use placeholder as template to insert placeholder text into the notes field during workflow actions.
   Note: This option is disabled by default.
4. Define workflow note placeholders
   1. In the Approve note placeholder field, enter default text for approval actions.
   2. In the Deny note placeholder field, enter default text for denial actions.
   Note: These placeholders support multiple languages including English, Deutsch, Español, Français, Italiano, and 日本語. You can add translations for supported languages as needed.
5. Click Save to apply your configuration.