This documentation is available to agents as Markdown at https://docs.synthesized.io/tdk/latest/user_guide/020_guides/managing_data_properties/workflow_configuration.md. For the complete documentation index, see llms.txt.

Editing a Workflow Configuration

Edit a workflow’s configuration file, save your changes, and recover safely if a save fails.

Overview

A workflow is driven by a configuration file that defines its tables and transformation rules. The Workflow Configuration screen lets you edit this file, save it, and - for workflows built on an XML schema - preview the generated XML before saving.

If a save fails, your unsaved edits are kept as a local draft and offered back to you the next time you open the same workflow, so you never lose work silently.

Prerequisites

  • You have permission to edit workflows.

  • The workflow already has a configuration file (created when the workflow was set up).

Steps

  1. Open the project and select the workflow you want to configure. This opens the workflow’s configuration editor.

    Open the project and select the workflow you want to configure.

  2. Edit the configuration in the editor pane.

    If a notice reports a draft recovered from an earlier failed save, review the restored text before you continue - discard it if you don’t want to keep it.

  3. If the workflow uses an XML schema, open the preview to check the generated XML before saving.

    If the workflow uses an XML schema

  4. Click Save.

    Click *Save*.

Example

A minimal configuration looks like this - adapt it with the tables and rules your workflow needs:

tables: []

For the full set of configuration keys, see Workflow Configuration Reference.

Confirm success

After a successful save:

  • The toolbar’s Save control no longer shows unsaved changes.

  • The workflow’s last-saved time updates to the time of your save.

  • Reopening the workflow shows your saved configuration, with no draft-recovery notice.

Next steps