Set Folder Permissions

In this step, permissions are granted or revoked, depending on where in the workflow it is positioned. In the example of a workflow definition above, the Set Permission activity can be found between most activities in the workflow.

Custom Activity Properties

Exclude Folders By Name: Used to specify a pipe (i.e. symbol) delimited list of valid folder names for the project that should not be included in the permission change

Folder Names: Used to specify a pipe (i.e. symbol) delimited list of valid folder names for the project where the permission will be applied.

Role Name: Used to specify a valid role for the project to use to assign the permission. To revoke all role permissions, specify ‘{none}’.

Group Names: Used to specify a pipe (i.e. symbol) delimited list of valid group names for the project where the role will be applied. If more than one group should need to be added, use a pipe-delimited list.

Include SubFolders (checkbox): Determines if the permission change is also applicable to all subfolders of the folders specified in the Folder Names field.

User Emails: Used to specify a pipe (i.e. symbol) delimited list of valid user emails where the role will be applied.

General Properties

Disable Activity (checkbox):  Allows the disabling of the activity. If checked, the activity will be greyed out in the designer and will be skipped in the workflow process.

Stop After Processing: Determine if this activity should stop after execution or continue processing the children activities. This is helpful in debugging and walking through the workflow one activity at a time.

Custom Code: Used to access the custom code for creation or editing. This 100% web-based feature allows creation of custom code, typically used for integrations. The code can run at different times in the workflow, such as before, during, or after the activity has been initialized.

Activity Timer Interval: The interval of time that must pass before the activity is executed inside the workflow engine a subsequent time. The interval will only be in affect when there are no accepted or pending tasks on the activity. Timers are generally used in combination with custom code so that the activity is only executed every X minutes instead of every time the workflow engine fires (i.e. check if fees are paid every 4 hours). The minimum allowed time lapse is 5 minutes.

Icon: Specifies the image name for activity icon shown on the eForm.

Task Properties

Exclude Task from Review Cycle: This property will tell the system to exclude the review cycle number from the task so any tasks created for this activity will not be linked to a specific review cycle.

Task Completion Email Notification Template: Specifies the email template used to notify the user when the task is complete.