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Workflow Type Fields

Workflow type fields define properties and settings for categorizing workflow templates and workflows.

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.