Site Settings Management

Site Settings Management can be performed in the WorkFlow Designer or in WorkFlow. There are 2 types of settings.

• Application: settings used by XMPro.

• Custom Settings: settings that are specific to the implementations. The following settings are included by default:

Connections	These are connections specific to the implementation, for example external databases that are used in the workflow tasks.
Reports	Sets the report names and path to those reports used in the application. Note: The node will be empty in new installations. Use the WorkFlow Designer to add new settings. For more information on how to configure reports, click here.
Report Connections	Set the connections used exclusively for configured reports. Note: The node will be empty in new installations. Use the WorkFlow Designer to add new settings. For more information on how to configure reports, click here.
Dashboard Connections	Sets the dashboard names and folder path for dashboards used in the application. Note: The node will be empty in new installations. Use the WorkFlow Designer to add new settings. For more information on how to configure dashboards, click here.
Alert	Used to configure settings needed to send emails in XMPro. New Task notifications that are sent from XMPro uses these settings.
OAuth	Used to configure the Authorization settings when the site uses SAML2 authentication.
Notifications	Used by the Notification and Escalation service when installed and configured. This service is included in the WorkFlow Monitor.

Only users with the appropriate rights will be able to add, edit or delete site settings in WorkFlow Designer. In WorkFlow Designer, if the Administration tab is greyed out, use the Options Editor to check that the user has access to Read and Edit Settings.

Only users with the appropriate rights will be able to edit site settings in WorkFlow. If you are not able to access the Site Settings under Manage in WorkFlow, in WorkFlow Designer in the Options Editor, check that the user has access to Read and Edit Settings.

For more information on how to manage Options, click here.