---
title: "Define Workflow Characteristics"
slug: "define-characteristics"
status: "update"
updated: 2026-07-23T05:08:53Z
published: 2026-07-23T05:08:53Z
canonical: "help.symphonysummitai.com/define-characteristics"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Define Workflow Characteristics

The Workflow enables you to build complex workflows without requiring coding expertise. It is designed to adapt to your business requirements, offering a low‑code/no‑code environment that simplifies configuration and accelerates automation.

With this understanding of the Workflow’s capabilities, you are now ready to learn how to construct a workflow from the ground up.

> [!NOTE]
> Note
> 
> Users must have appropriate permissions to access or create a new workflow.

To create a workflow, the required details should be entered by an administrator in the subsequent tabs:

- [Projects](/apex/docs/define-characteristics#projects)
- [Workflows](/apex/docs/workflows-2)
- [Run History](/apex/docs/define-characteristics#run-history)
- [Deployments](/apex/docs/define-characteristics#deployment)

### Projects

Projects allow you to organize workflows for better management and visibility. Each project can include multiple workflows, descriptions, and color coding for easy identification. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-242YMUTL.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Projects

****Project widget****

The **Project widget** enables you to create and manage workflows associated with a specific project. It allows you to group and organize all related workflows under a single project for better visibility and management. Each project widget displays key details, including the project icon, project name, a brief description, the number of associated workflows, and the last updated date.

Click **Project** widget to view the list of workflows created for the selected project.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-4YRJYUHH.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Workflow list

You can perform the following actions in the Project widget:

- [Edit](/apex/docs/define-characteristics#edit)
- [Duplicate](/apex/docs/define-characteristics#duplicate)
- [Delete](/apex/docs/define-characteristics#delete)

#### **Edit**

Editing a project allows you to update its details to ensure accuracy and reflect changes in scope, workflows, or business requirements.

To edit a project, perform the following steps:

1. Hover over the Project widget.
2. Click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-ZPJGLORN.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D) (Edit) icon. The Edit Project page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-IICQD6UO.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D) Figure: Edit Project
3. Update the required fields and click **Update**. Project Updated Successfully message is displayed.

#### Duplicate

Creates a duplicate of the selected workflow, allowing reuse of configuration with modifications.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-3GXUUTEB.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

When a workflow is duplicated using the Duplicate (Copy) icon, the application creates a new workflow with the same configuration. The duplicated workflow name is automatically appended with “(Copy)” to indicate that it was created from an existing workflow

#### Delete

Deleting a project permanently removes it from the Projects list.

To delete a project, perform the following steps:

1. Hover over the Project widget.
2. Click the ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-RD97E3XJ.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D) (Delete) icon.
3. Confirm the deletion when prompted.

> [!NOTE]
> Note
> 
> Deleting a project may affect associated workflows. Ensure the project is no longer required before deletion.

The following table describe the label listed in the Workflows list page:

| Label | Description |
| --- | --- |
| VERSION | Displays the current version of the workflow. |
| ACTIVE | Indicates the workflow is active and eligible for execution based on trigger conditions. |
| STATUS | Shows the current state of the workflow (Draft, Published, etc.), indicating readiness for deployment. |

****Create New Project widget / + New Project****

You can create a project using either of the following options:

**Option 1**: Using the New Project button

1. Click **+ New Project**. The Create Project page page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-MRL1K1FM.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D) Figure: Create Project
2. Enter the required project details as described in the following table and click **Create**.

| Field | Description |
| --- | --- |
| Project Name | Enter a unique and meaningful name for the project (mandatory). |
| Description | Provide a brief summary of the project’s purpose or scope. |
| Color | Select a color to visually identify and differentiate the project |

**Option 2**: Using the Create New Project widget

1. Click the **Create New Project** tile. The **Create Project** page page is displayed. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-MRL1K1FM.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D) Figure: Create Project
2. Enter the required project details and click **Create**.

****Project Search****

Use the **Project Search** field to quickly locate projects by entering relevant keywords. The project list dynamically updates to display matching results as you type. This helps users efficiently access specific projects without manually browsing the list.

### Workflows

The Workflow Designer provides a visual interface for creating and managing object-driven workflows.

For more information, refer to [Design Workflow](/apex/docs/design-workflow).

### Run History

The Run History screen provides visibility into workflow executions, enabling designers to monitor status, track progress, and review execution details for workflows triggered by system events.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-6WS4ZXUH.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Run History

The following summary of workflow execution counts by status for quick monitoring and overview is displayed.

- **Running :** Displays the number of workflows currently in execution.
- **Completed :** Displays the number of workflows successfully executed.
- **Terminated :** Displays the number of workflows that were stopped before completion.

You can configure the filter to refine and control the workflow execution list based on selected criteria.

| Field | Description |
| --- | --- |
| Search | Searches execution records by workflow name or related attributes. |
| Mode | Filters workflows based on execution mode (for example, Agent, Simulation) |
| Status | Filters execution records by status. The listed status are: - Started (newest first) - Started (oldest first) - Completed - Workflow Name |
| Page | Controls the number of records displayed per page. The list of pages are: - 10 per page - 20 per page - 50 per page - 100 per page |
| Reset Filters | Clears all applied filters and resets the view. |

Click **View** to view of a specific workflow execution, including its status, execution timeline, node-level details, and input/output data for monitoring and troubleshooting. Users can also view the execution flow through the Diagram tab and analyze detailed execution events in the Logs tab

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-MVJ08NP0.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Details

**Workflow Diagram Tab**

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-E35I3CF7.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Diagram Tab **Log Tab**

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-D6T30906.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Logs

### Deployments

Enables you to view and manage deployments at a project level. It provides a centralized view of all available projects, along with workflow and deployment counts, allowing users to quickly navigate and initiate deployment activities.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-QL64HUSI.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Deployments

You can view the projects in the **My Project** tab owned or managed by the logged-in user, while **Shared with Me** displays projects shared with the user for collaboration or review.

Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-5JIPGHV4.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D) to initiates the deployment process for workflows within a selected project. Users can configure and deploy workflows to the target environment. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-7D93NZKR.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Create Deployment

The create deployment page comprises following sections:

- [Deployment Details](/apex/docs/define-characteristics#deployment-details)
- [Inputs](/apex/docs/define-characteristics#inputs)
- [Run Settings](/apex/docs/define-characteristics#run-history)
- [API Access](/apex/docs/define-characteristics#api-access)
- [Invoke Deployment](/apex/docs/define-characteristics#api-invoke)

After the enter the required details, click **Finish Deployment**.

#### Deployment Details

The Deployment Details page provides a structured view to configure and initiate workflow deployment with preselected context, ensuring accurate and controlled deployment of a published workflow version.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-2QJ8Z0DX.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Deployment Details

Enter the required details as described in the following table:

| Field | Description |
| --- | --- |
| Deployment Details | Specifies a unique name for the deployment. This helps identify and track the deployment instance |
| Project | Selects the project under which the workflow is deployed. This determines the scope and context of the deployment. |
| Workflow Name | Select the workflow for deployment based on the chosen project. This field is dependent on the selected project. |
| Workflow Version | Specifies the version of the workflow to be deployed. Only published versions are available for selection. |

#### Inputs

Displays the input parameters required by the selected workflow during deployment. These inputs are used to pass data into the workflow at runtime.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-N3IGWI8Y.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Inputs

#### Run Settings

The Run Settings defines how and when the deployed workflow is executed. It allows administrators to configure execution mode and enable diagnostic logging for monitoring and troubleshooting. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-RJYZA92P.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D) Figure: Run Settings

Select the require options as described in the following table:

| Field | Description |
| --- | --- |
| On Demand | Executes the workflow manually through an API endpoint using a generated key. Suitable for event-driven or integration-based execution. |
| On Schedule | Executes the workflow automatically at defined intervals. Suitable for recurring or time-based processes. |
| Enable Diagnostic Logs | Enables detailed execution logging for troubleshooting and analysis. May slightly impact performance due to additional logging. |

#### API Access

The API Access provides the required details to trigger workflow execution programmatically. It includes the endpoint, authentication key, and tenant information needed to invoke the deployed workflow securely.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-RWNG1EWL.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: API Access

Defines the following key parameters required to securely invoke the deployed workflow through API:

| Field | Description |
| --- | --- |
| API Endpoint | Displays the endpoint URL used to invoke the deployed workflow. This endpoint is used in API calls to trigger workflow execution |
| API Key | Provides the authentication key required to securely access the API endpoint. This key must be included in the request to authorize execution. |
| Tenant | Displays the tenant or environment context under which the workflow is deployed. This ensures the API call is routed to the correct environment. |

- Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-P8A5WKOS.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D) to view the API key, it is used for secure viewing.
- Click ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1UZWRMXJ.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D) to copy the API Endpoint, API Key, or Tenant value for use in external integrations.

#### Invoke Deployment

The Invoke Deployment provides a ready-to-use API request for triggering the deployed workflow. It enables administrators and external systems to execute workflows programmatically using standard HTTP requests.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-LD876JDR.png?sv=2026-02-06&spr=https&st=2026-11-07T16%3A32%3A08Z&se=2026-11-07T17%3A32%3A08Z&sr=c&sp=r&sig=4Jxe9TzzcSY%2BXahld9547CMj0em3byvYvhWF%2BJYcZOA%3D)

Figure: Invoke Deployment