Automation Settings
How to use Automation Settings in Workflow & Automation: access, working steps, fields, related records and troubleshooting.
Purpose and access
Configure workflow states, transitions, assignments and notifications against the correct record type. Define which role may act at each step and test the complete lifecycle in staging.
This page is a settings page in System Admin → Workflow & Automation. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Automation Settings from System Admin → Workflow & Automation, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Disable Automationsdisable_automations | Check Optional | Stop dispatching automations site-wide. Queued rows are left untouched. |
Maximum Recursion Depthmax_depth | Int Optional | How many times an automation may trigger another before the chain is refused. |
Failure Thresholdfailure_threshold | Int Optional | Consecutive failures after which a flow is auto-disabled and its owner notified. |
Stale Running Minutesstale_running_minutes | Int Optional | How long a claimed row may stay Running before it is assumed crashed and requeued. |
Maximum Attemptsmax_attempts | Int Optional | How many times a claimed row is retried when its run fails outside the flow's own steps, before the row is marked Failed. |
Drain Secondsdrain_seconds | Float Optional | Seconds a drain may keep claiming batches. 0 derives it from the queue's own timeout. |
Commit Everycommit_every | Int Optional | Rows a drain runs between commits. |
Queue Retention Daysqueue_retention_days | Int Optional | Days a Failed or Skipped queue row is kept before the nightly sweep removes it. |
Step Output Limitstep_output_limit | Int Optional | Bytes of output a step may publish to later steps. Larger output is dropped, not failed. |
Event Payload Limitevent_payload_limit | Int Optional | Bytes an emitted event payload may carry. |
Allow Unregistered Eventsallow_unregistered_events | Check Optional | Accept emit() calls for events no app registered through the automation_events hook. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.