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

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 - a table of Users, Profiles, and Roles who have administrator access to all processes and forms is to be provided. Before that release it is 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 a Super Admin:

• Click the "+" button.
• Select the Type ("Role" in example below), search for and select the desired item.
• Click "Apply" button.

The newly-added Super Admins will be displayed in the table. Click the "Save" button to apply the changes.

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.

Click "+" button and select objects to add in "Add Object" popup appeared, than click "Add" button in the popup bottom to add selected objects. Click "close" button to close the popup:

Click "Save" button to save changes.

Toggle on "Create Object Trigger Automatically", if necessary, otherwise you will have to do this manually.

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.

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.

Also this tab allows to manage proper needs.

The Licenses tab provides the ability to manage the Work-Relay License Keys for your organization.

The Utilities tab provides the ability to perform the following actions:

• Admin - Configure options for Forms.
• Custom Functions - Configure Custom Functions, for advanced customization within formulas .
• 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.

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

The General Settings tab allows the user to define:

• Date Format -The desired Date format that will beused 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 beused 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 - from the version 8.2 it is a table of Users, Profiles, and Roles who have administrator access to all processes and forms is to be provided. Before that release it is 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).

From release 8.2:

To add a Super Admin:

• Click the "+" button.
• Select the Type ("Role" in example below), search for and select the desired item.
• Click "Apply" button.

The newly-added Super Admins will be displayed in the table. Click the "Save" button to apply the changes.

Before release 8.2:

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.

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.

Before v. 8.7 you will see an old type of objects selector:

Click "Save" button to save changes.

Toggle on "Create Object Trigger Automatically", if necessary, otherwise you will have to do this manually.

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.

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.

Also this tab allows to manage proper needs.

The Licenses tab provides the ability to manage the Work-Relay License Keys for your organization.

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.