Configuring Workflow Settings
Manage your workflow's general settings, status, and metadata.
Overview
Workflow settings hold the metadata and runtime configuration that sit outside the canvas itself: the workflow's name, description, folder placement, and enabled status. These are the values you tune most often as a workflow moves from draft to production, and they are separate from the node-level configuration you edit inside the designer.
Each workflow in your workspace has its own settings. They control how the workflow appears in lists and logs and whether it responds to triggers. Changes to settings take effect on the next execution and do not require republishing the workflow graph.
Accessing Settings
Open a workflow from the Workflows page, then click the Settings tab in the designer toolbar. Settings are grouped into sections so you can find the field you need without scrolling through unrelated options.
General
- Name - The workflow name shown in lists, execution logs, and notifications. Keep it short and descriptive.
- Description - A free-text summary of what the workflow does. Useful for teammates who open it later.
- Folder - The folder this workflow belongs to. Move it between folders to reorganize without editing the canvas.
Status
The Status toggle enables or disables the workflow. A disabled workflow will not run on schedule, will not respond to webhook calls, and will not poll email triggers. Manual runs from the designer still work, which makes disable a safe way to pause without losing configuration.
Tips
- Use a consistent naming convention across your workspace (for example,
[Team] Action - Target) so workflows are easy to scan. - Add a one-line description even for simple workflows. It saves time when you return to it weeks later.
- Disable rather than delete when you are unsure. Execution history stays intact and you can re-enable in one click.
Common Pitfalls
- Renaming a workflow does not change its underlying ID, so any subworkflow references keep working, but external dashboards filtering by name will need updating.
- Changing the folder does not change the webhook URL or schedule. Folders are purely an organizational layer.
- Saving settings is separate from saving the canvas. If you edit both at once, click Save in each tab.
Related Articles
- Enabling and Disabling Workflows
- Using Folders to Organize Workflows
- Sharing Workflows and Access Control
- Version History and Rollback