This topic will walk you through record type settings.
The record type of your workflow designer template specifies how your workflow will be saved and searched in the Repository. Before you publish, the record type needs to be identified for new workflow templates.
Record types are used to determine:
- The type of record the workflow will export to the Repository when the workflow is completed.
- The title of your workflow on the dashboard. For example, [Record Type] with [Counterparty Name].
- The subject and body of the eSignature emails. For example, [Record Type] [Counterparty Name] and [Your Company Name].
In the Archive tab of your workflow, there are two record type options: Static or Dynamic. The ability to view existing record types is based on Repository permissions in Company Settings. To learn more about Repository permissions, refer to the Group Permissions Overview.
If you want to rename or delete a record type, contact Support at email@example.com.
Static Record Type
Workflows created from a static record type workflow template have a single designated record type that you identify in the drop-down. You can use a record type that already exists in your Repository, or create a new one.
If you choose to create a new record type, it is permanently added to your company and is the associated record type for that specific workflow template.
Dynamic Record Type
Workflows create from a dynamic record type workflow template have their record type set in their launch form. The dynamic record types you select in the Archive tab are used to populate a multiple choice question on your launch form. The user who launches the workflow can select the record type.
Dynamic record types are useful for configuring generic third-party workflow templates when the record type is not known in advanced.