Update the workflow settings

You can update the workflow settings, such as category and landing page, and specify who has maintenance access for your workflow solution, on the Workflow Details tab in Quick RPA, without having to go to TotalAgility Designer for updating these settings.

  1. In the Workflow details page, click .

    The Workflow settings dialog box is displayed.

  2. On the Category list, select a category in which you want to store your workflow and associated artifacts. (Default: Working category)
  3. On the Landing page list, select an alternative form to be used within the Workspace when using your solution.
  4. You can restrict who has maintenance access to your workflow solution, for example, if you do not want to expose your solution or do not want anyone to change it. By default, Everyone group is selected for Who can modify this solution. You can provide access to individuals and/or groups and if the group that you need is not available, you can create a new group.
    • To provide access to existing individuals and/or groups, click Add and then select the individuals and groups as needed.

    • To create a new group, perform the following steps:

      1. Click New Group. The New group dialog box is displayed.

      2. Enter a name for the group.

      3. Click Add to add group members. The Add group members dialog box is displayed.

      4. Add individuals and or groups as needed and click Done.

      5. Click Save to save the new group.

  5. Click OK.

    You can only open a solution if you have the required maintenance access permissions.