Xurrent Help Center
Welcome to Xurrent Help. This is your online reference that describes the functionality offered by the Xurrent service. To get started, select a topic that you want to know more about from the navigation pane on the left.
The table below lists the fields of the Workflow Type form and provides utilization guidelines for each field.
Field Label Utilization Guideline Name
The Name field is used to enter the name of the workflow type. Ideally the name of a workflow type consists of a single word, such as “Application” or “Infrastructure”.
Description
The Description field is used to enter a very short description of the workflow type, for example “Must Adhere to Application Change Management Policy”.
Disabled
The Disabled box is checked when the workflow type may not be related to any more workflow templates or workflows.
Reference
The Reference field is automatically set to the Name field value, written in lower case characters and with all spaces replaced by the underscore character. This reference can be used to link the workflow type to a workflow template or workflow using the Xurrent REST API or the Xurrent Import functionality.
The reference no longer gets updated if the workflow type is linked to one or more workflows.
Information
The Information field is used to add any additional information about the workflow type that might prove useful, especially for workflow managers when they need to decide which workflow type to select for a workflow template or workflow.
This field allows basic text formatting .
Workflows
The Workflows table field lists all the workflows to which the workflow type is linked.