Overview

The Admin area of Workflows Studio is the central place to manage the bot-wide reference data and governance logic your workflows depend on. Rather than hard-coding lists, approver chains, or data structures into individual forms and nodes, you define them once in Admin and let every workflow look them up at runtime.

Open it from Workflows › Admin in the side navigation. The tab is permission-gated — it appears for users with create/edit access to at least one workflow app, governed by Permissions (RBAC).

Each tool opens to a listing page where you can search, create, edit, and activate or deactivate entries.

What it contains

Master Tables

Reference datasets — departments, cost centers, office locations — made of columns and rows, with the first column acting as a unique primary key.

You populate them manually or by bulk Excel import (validated before saving). Once Active, they're available as Dropdown (Master) fields in the form builder and as lookups inside Decision and Action nodes.

See Master Tables.

Delegation of Authority (DOA)

Tables that drive automated approval routing. Each is linked to a workflow app and combines:

• Condition columns — inputs like department or amount, each with an operator.
• Assignee columns — who the task routes to when conditions match.
• Escalations — what happens if a task isn't acted on within its SLA (notify, or notify and re-assign).

At runtime the engine evaluates the table to decide who gets a task, e.g. "if Amount > 500, route to the Finance Manager." DOA tables support bulk upload and cloning.

Data Model

Lets you define richer, nested data structures than a flat table.

Build a schema by pasting or uploading sample JSON — which auto-generates the schema and infers field types — or by adding fields manually. Use View References before editing or deleting to see which apps and nodes consume it.

Good to know

Only Active items can be selected when building workflows; deactivating one hides it from new configs but preserves its data.

Master Tables and DOA use a staging ("shadow rows") pattern, so edits and imports are held locally until you Save. Excel imports offer an Overwrite option to replace all rows or append them.