Workflow User Settings provide options for your users to configure their integration settings in the Connect Portal. This makes it easy for you to create integrations that work with custom objects or fields that may be specific to your users' third-party app accounts.
For example, common use cases include:
Slack - choosing which channel that messages should be sent in
Salesforce - choosing a custom opportunity stage that new opportunities created in
Hubspot - choosing a custom lead status that new leads should be created with
Jira - choosing which Jira user that new issues should be assigned to
Workflow User Settings will appear to your end-users when that workflow is activated in the Connect Portal.
Workflow User Settings are created on a per-workflow basis and can be referenced as variables in the Workflow Editor for that workflow.
To add Workflow User Settings to an integration, follow these steps:
Click Customize Connect Portal in that integration's Overview page to open the Connect Portal Editor.
Click the User Settings tab in the right sidebar.
Click on the workflow you'd like to add User Settings to.
Under User Settings in the right sidebar, click + Add Settings.
Enter a name for the field and choose a field type from the dropdown menu.
Click the Save button to add it to your Connect Portal.
Actions in Paragon will indicate when they accept User Settings as an input parameter. In these cases, you should first add the respective User Settings in the Connect Portal Editor, then use the variable menu to reference that User Setting in the Action sidebar.
To test your Workflow User Settings, open the click the Preview button in the top-right of the navigation bar. This launches a live preview where you can test the end-user experience of your Connect Portal.
By clicking Enable in the Connect Portal Preview, you can connect a test account for that integration and configure any of its Workflow User Settings for that test account.
Once you've enabled an integration in the Connect Portal Preview, you can test its workflows using the Test Workflow or Test Step button in the Workflow Editor. This will test the workflow on the account that you connected in the Connect Portal Preview, and any User Settings you configured in the Connect Portal Preview will be used as test data.