Workflow settings

Learn about the Settings menu in workflows

When editing a workflow, the Settings menu allows you to make changes to Workflow metadata, access, and run settings.

General Settings

Setting	Description
Name	The name of the workflow. You can edit the name from this view.
When to perform actions	How long to wait (in seconds) after all the conditions are met to perform the actions within this workflow.
Action retries	How many times to retry when an action fails.

User and Group Access

User and Group Access options are available exclusively for Runnable Actions.

Setting	Description
Users	Select an individual user who can view and run the workflow. It will appear in the Actions tab when they log in.
Groups	Groups. Select a group to share the workflow with. It will appear for all members of the group in the Actions tab.

Other options

Setting	Description
Managers	Select which users or groups can manage and edit this Automation.
Run Workflow via Webhook	Check this option to use a webhook URL to start the workflow from external systems.
Delete Action	This will permanently delete the workflow.