Edit Workflow Information

You can edit a workflow's metadata and runtime information.

  1. On the top right of the workflow canvas, click Edit info.

    The Edit info dialog opens and shows details such as the workflow name, identifier and version.


    This image shows the Edit info dialog.

  2. Edit the following fields as needed.
    Field Description
    Name Update the workflow's display name.
    Explain what this workflow does Provide a helpful description for what the workflow does.
    Instance identifier

    Set a unique identifier for each workflow instance at runtime. You can define it with an expression so that it is determined dynamically.

    Click Open Expression Editor icon to open the expression editor and build the expression using available data items and functions. See Work with Expressions

    Workflow expires after

    By default, the workflow is set to expire after 90 days or 2160 hours. This is the maximum retention period for workflows. If needed, you can set it to a shorter duration.

  3. Close the Edit info dialog to save your changes.