Workflow & Field Config
Configure custom workflows, custom fields, and segmentation rules.
5 articles
- Managing Your Custom WorkflowsHow to create, edit, reorder, and archive account-wide workflow steps, set up file-extension recommendation rules, and configure Organizational Unit-level workflow overrides in wxrks.
- Advanced Workflow ManagementCreate named, reusable Workflows that bundle Workflow Steps and apply them to projects and files with one click.
- All About Custom FieldsHow to create a Custom Field, which wxrks entities support them, whether a new field applies to existing records, and how each data type (Boolean, Numeric, Multivalue, Free Text) behaves.
- All about Segmentation RulesHow wxrks segments text into translatable units by default, and how to upload a custom .SRX rule file to change segmentation at the Account or Organizational Unit level.
- Configure consolidated allocation notification templatesCustomize the wording of the emails wxrks sends vendors when several tasks are assigned or await acceptance at once, and the placeholders available in each.