You may have many instances of a Workflow kicked off due to a bulk import or some other scheduled task. This feature allows you to assign a custom Name to a Workflow Instance to make it easily identifiable.

Prerequisites

This toolbox item has no mandatory prerequisites unless you wish to pass variables into the instance name.

Configuration

For simple configuration, you can drag the Set workflow instance name toolbox item from the toolbox into a workflow step on the canvas. From here, in the configuration section, you can manually update the Instance name: field to whatever you like.

Note we also expose the Insert variable tag option to allow you to embed some information in the new instance name.

As you can see in Execution Engine instances, this workflow instance has been created with the sharedoId in the Title to distinguish it as unique. You could pass any human-readable content into this field as long as it can be provided to a workflow variable.

Best Practice

If you expect to spawn many copies of a workflow, consider what information might be useful. You might want to assign the name of the Matter Subject, the Matter Owner, or perhaps the Case Name. As workflows pile up, if you ever need to investigate, it is useful to have a human-readable name, as in this example below.