> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/administration/settings/work-relay-settings.md). # Work-Relay settings ## Version 8.7 {% hint style="info" %} Starting from version 8.7 Settings page have been redesigned and **Components settings** were added there: * Form Panel * Process Statistic * Progress Dashboard * Task Manager * Workflow Line * Workflows Please read [the proper article](/administration/settings/work-relay-components-settings.md) to know more about them. {% endhint %} ### 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 ![](/files/1d075b141b5167fb63ffa02976a4f381b9a99347) ### 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** - 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). ![](/files/ae88c899fc8bfd1f93f0d8c2b79ef50bcabd0d6e) 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. ![](/files/b541aa8bfad929ab81e85c381a65d4472bcff21f) The newly-added Super Admins will be displayed in the table. Click the "Save" button to apply the changes. ![](/files/aed4429b996330f91d0e8ed5de50f1bdd2ab7422) ### 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](/administration/settings/other-settings/object-settings.md) on the Object Settings tab. ![](/files/585675f601bc37d859de6e42cf360d8e614305a6) 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: ![](/files/bae39f6e6f9fa6324b58c4a0b543bbee1a0702a6) Click "**Save**" button to save changes. Toggle on "Create Object Trigger Automatically", if necessary, otherwise you will have to do this manually. ### Notification Settings The Notification Settings tab provides control over the settings for the Notifications available within Work-Relay. Please see the [dedicated article](/administration/settings/other-settings/notification-settings.md) for assistance in configuring items in this screen. ![](/files/0f0eab1c219cff616cc4009555f8832f6f67f061) ### 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. Also this tab allows to manage proper needs. There are many things to know here, so, please see the [dedicated article](/administration/settings/other-settings/working-with-schedulers.md) to learn about them. ![](/files/b5919a563b4816f00250c49d16b4213aa3d5f173) ### Licenses The Licenses tab provides the ability to manage the Work-Relay License Keys for your organization. Please see the [dedicated article](/administration/settings/other-settings/working-with-licenses.md) for assistance in configuring items in this screen. A functionality in version 8.4 and elder (up to 7.0) is the same, only design differs. ![](/files/410d2a64799a479503ea9024921e8a533330eea3) ### Utilities 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. To know more about Utilities see the [dedicated article](/administration/settings/other-settings/working-with-utilities.md) for this tab. ![](/files/74056b9703a7d31d835a68f3037c778248c05a77) ## Versions prior to 8.7 ### 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 ![](/files/ee5b2285e715d47383a57a508d5238fabcab5afe) ### 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** - 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:** ![](/files/68763251ae7643d750e1917716d90116bbe0b931) 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. ![](/files/39028afa77b9fe8308664d487dc516013674361d) The newly-added Super Admins will be displayed in the table. Click the "Save" button to apply the changes. ![](/files/4f34dd5ceaf64c8b492b038303c50fa25a80b655) **Before release 8.2:** ![](/files/bdd11c5ec9f0215ec58a3cebe4c5767eb43a6ce6) 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. ### 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](/administration/settings/other-settings/object-settings.md) on the Object Settings tab. **Before v. 8.7** you will see an old type of objects selector: ![](/files/c1f39b6960043781bdf88a6641532223aa649e6d) Click "Save" button to save changes. Toggle on "Create Object Trigger Automatically", if necessary, otherwise you will have to do this manually. ### Notification Settings The Notification Settings tab provides control over the settings for the Notifications available within Work-Relay. Please see the [dedicated article](/administration/settings/other-settings/notification-settings.md) for assistance in configuring items in this screen. ![](/files/4dd406f5d7fb6bad8a38d22547be59c630aef399) ### 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. Also this tab allows to manage proper needs. There are many things to know here, so, please see the [dedicated article](/administration/settings/other-settings/working-with-schedulers.md) to learn about them. ![](/files/6d424ace34209ec1996ada66d9609249dea6950b) ### Licenses The Licenses tab provides the ability to manage the Work-Relay License Keys for your organization. Please see the [dedicated article](/administration/settings/other-settings/working-with-licenses.md) for assistance in configuring items in this screen. A functionality in v. 84 and elder (up to 7.0) is the same, only design differs. ![](/files/7c3f6bb6c60c12842111197b9337943fe1ec0978) ### 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. To know more about Utilities see the [dedicated article](/administration/settings/other-settings/working-with-utilities.md) for this tab. ![](/files/09e7ad9abc79d28b62ccfe7a44f03fe97d0f1b03)