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Updated on 5/22/2019
Workflow Documentation
Settings
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Settings

Quick Links


Use the Settings workspace to view and personalize the following settings:

  • Name and password
  • Default dictionary
  • Time, date, and number formats
  • Notification and out of office settings

To access your settings:

  • Click your profile picture in the upper-right corner and select the Settings link.

Information Tab

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To view and edit your user information:

  1. Select the Information tab.
  2. Click Edit.
  3. Make your changes.
  4. Click Save.

Change Password Tab

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To change your password:

  1. Select the Change Password tab.
  1. Enter your current password.
  2. Enter and confirm your new password.
    Your new password must adhere to the password policy set by your administrator.
  3. Click Change Password.

Preferences Tab

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Select the Preferences tab to set the following options:

  • Time Zone: Select your timezone. This preference impacts the time zone shown on case details and case fields. 
  • Date Display Format: Select your preferred date format. This preference impacts the date shown on case details and case fields.  
  • Time Display Format: Select your preferred time format. This preference impacts the time shown on case details and case fields. 
  • Dictionary: Select the dictionary to use to translate the application to your desired language. 
  • Number Format: Select your preferred number format. This preference applies to number fields in Workflow. 

Click Update to update your preferences.

Notifications Tab

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Select the Notifications tab to set your case notification preferences. 

If you do not want to receive notifications when you perform an action on a case:

  1. Select the Do not receive emails upon my own activities checkbox.
  2. Click Save.

To select which case notitifations to receive, create and enable notification filters:

  1. Click the Add New button.
  2. In the Filter name field, enter the name for the filter.
  3. Select any combination of parameters for the filter.
  4. Click Save.
  5. Repeat steps 1 - 4 to create additional filters.
    Your filters appear in the Filter Notifications section. You can use the Actions links to edit or delete filters.
  6. Select the Enable Notification Filters checkbox.
  7. Click Save.

Out of Office Tab

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To delegate your cases to another user when you are unavailable:

  1. Select the Out of Office tab.
  2. Select the Out of Office checkbox.
  3. Enter the dates when you will be unavailable. 
  4. In the Delegate all my new cases to field, enter the name of the user to whom the cases will be routed.
  5. Click Submit