Workflow Name
You can add a name for your workflow here. Ensure it's both clear and concise, as this name will be how your workflow is displayed in the workflow index. Learn a bit more about this with our Workflows article.
Name for Workflow Run
You should also give a name to the workflow run. Arbor Workflows will use this name on the Activity and My Things pages, and it will also be included in any email invitations.
You have the option to dynamically set workflow names by using data collected during the workflow run. This can be done using the tag picker, similar to how you reference data in other parts of the workflow.
For instance, consider a scenario where you're running a new employee onboarding workflow. In this case, the workflow name could logically be the new employee's name along with their recruited role. As shown in the example below, you can reference the data collected (from the trigger form) to set the workflow name when it's running. For more details about tagging information, refer to Adding a Tag
Workflow Cards
Similarly to setting a workflow name, you can also configure up to four workflow cards. These cards provide an effective way to include extra contextual information within a workflow, as the chosen data will be displayed on the activity page.
As demonstrated below, you can use the tag selector to select the data you want to be visible. Additionally, you can set a label to ensure the data's purpose is clear. In the example below, we've created cards and illustrated how the associated data appears on the activity page when a workflow is executed.