Configure workflow

Use the Configure workflow feature to update the configuration and settings of a workflow without opening the workflow designer. This lets you update items like variables, connections, data sources, and tables, and you can publish everything without changing the workflow design. The changes are applied to all new instances of the workflow.

This is a key capability when moving workflows between a Test and Production tenant using the import and export feature, ensuring that the designs in both remain the same while only making necessary configuration updates.

Important: The Configure workflow feature is available only after a workflow has been saved or republished.

Imported workflows may use connections, data lookups, components workflows, Xtensions, and tables in your tenant. When you export a workflow from a tenant and import it to another tenant, Nintex Automation Cloud tries to match these to what is available in the destination tenant. The Configure workflow panel will display a warning icon next to connections, variables, tables, and data lookups that need to be configured. This icon indicates that those sections have empty fields that needs configuration updates. If everything is matched then no warning is displayed.

For more information about moving workflows across tenants, see Move workflows across tenants.

The Configure workflow panel gives access to the following sections of the workflow:

  • Start event: Fields for connector-based start events are displayed in this section.

  • Variables: Variables saved with the Allow external configuration option selected is displayed in this section.

    Note: On import any variable that has a default vault and has the Allow external configuration selected, will have the default value removed. If Allow external configuration is not selected, the default values remain unchanged.

  • Component workflows: Any component workflows used in the workflow are displayed in this section.

  • Tables: Table actions used in the workflow are displayed in this section.

  • Assigned use: Change the assigned use setting of the workflow that's selected when publishing the workflow. Select Production, if the workflow is intended for production use, or Development, if the workflow is intended for testing and development. This is set to Production by default.

  • Data lookups: Any data lookups used in the workflow are displayed in this section.

Update the configuration of a workflow

  1. On the Workflows page, on the right of the workflow you want, click to open the options menu.

  2. select Configure workflow.

    Important: The Configure workflow feature is available only after a workflow has been saved or republished.

    The Configure workflow panel is displayed. The configuration of Start events, Variables, Connections, Component workflows, Tables, and Assigned use can be updated. A warning icon is displayed next to the sections that has fields that require configuration.

  3. Fill the Update to configuration field for each value to update the configuration.

    You can update only the configuration fields you want to change. The unchanged fields will continue to use the current configuration.

  4. Click Publish.

    Important: The Publish button is enabled only after all items are configured successfully.

    The workflow is republished with the updated configuration. The changes are applied to all new instances of the workflow.