Work-Relay "Settings"
Work-Relay settings are available on the "Settings" tab.
System Information
The System Information tab displays:
- Package version details, for all installed Work-Relay packages
- Salesforce Organization Name and ID
- User details, including the Work-Relay Permission Sets and Licenses applied to the logged-in user
- The current date and time
- Links to Work-Relay documentation and support
General Settings
The General Settings tab allows the user to define:
- Date Format - The desired Date format that will be used within the Work-Relay interface. (If not provided, the default Salesforce format for the user's locale will be used.)
- DateTime Format - The desired DateTime format that will be used within the Work-Relay interface. (If not provided, the default Salesforce format for the user's locale will be used.)
- Business Hours - The Business Hours record that will be used when calculating Process date values. (If not provided, values will be calculated using a 24/7 schedule.)
- Super Admins (before release 8.0) - A list of comma-separated IDs of Users, Profiles and Roles, who will have administrator access to all processes and forms (the maximum number of IDs is 10). To add another value to the list, enter a comma after the last item in the list and enter only the User ID of the desired user, then click the Save button.
Super Admins (for release 8.2) - A table of Users, Profiles, and Roles who have administrator access to all processes and forms is to be provided.
To add a Super Admin:
- Click the "+" button (1).
- Select the Type (2, "Role" in example below), search for and select the desired item.
- Click "Apply" button (3).
The newly-added Super Admins will be displayed in the table (4). Click the "Save" button (5) to apply the changes.
Object Settings
In Salesforce, Objects store the field definitions and records that make up your data. As your organization data may contain many objects, you will likely only use a subset of those within Work-Relay. For this reason, you'll want to indicate which objects in your org are available to Work-Relay on the Object Settings tab.
Notification Settings
The Notification Settings tab provides control over the settings for the Notifications available within Work-Relay. Please see the dedicated article for assistance in configuring items in this screen.
Scheduler Settings
The Schedulers Settings tab provides the ability to turn on/off schedulers for Work-Relay jobs and force the execution of any job, if needed.
- Automatic Tasks - Completes System process steps.
- Pending Tasks - Resolves all Pending process steps.
- Reminders/Escalations - Sends reminder notifications and escalates steps (where escalations are configured) to the proper assignees. (Runs every 20 minutes.)
- Time Based Processes - Starts scheduled process instances.
- Validation Rules - Performs validation of automatic (System) and pending steps.
Licenses
The Licenses tab provides the ability to manage the Work-Relay License Keys for your organization. Please see the dedicated article for assistance in configuring items in this screen.
Utilities
The Utilities tab provides the ability to perform the following actions:
- Admin - Configure options for Forms (from version 8.2).
- Custom Functions - Configure Custom Functions, for advanced customization within formulas (from version 8.2).
- Query - Construct and test the execution of queries.
- Call API - Execute API methods and check the results.
- Calculate formula - Validate formulas view the results.
- Workflow history - Select any process version and any respective record to view its history.
Additional information can be found in the dedicated article for this tab.
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