Decide on a naming convention<\/h2>\nPlan ahead<\/h3>\n
Before running workflows, agree on a naming convention with your team. A consistent approach makes it easier to search for and reference past runs.<\/p>\n
You can name your workflow runs in a manner that will help you easily find them again, such as in these examples:<\/p>\n
- \n
- Employee Onboarding: Employee Name + Job Title<\/li>\n
- Client Setup: Client Name + Company Name<\/li>\n
- Ticket Processing: Ticket Number<\/li>\n
- Website Update: Company Name<\/li>\n
- Payment Processing: Invoice Number<\/li>\n<\/ul>\n
Naming new workflow runs<\/h2>\n
Setting default run names<\/h3>\n
The most effective way to name your workflow runs is to set default run names while editing your workflow. This means, whenever you run a workflow, the run name could be a predefined value that doesn’t need to be manually updated.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/run-name-default-run.gif\")
<\/p>\nTo set this up, edit your workflow then click the Edit button<\/strong> next to your Workflow Name. <\/strong>Here, you can enter some static text as the default run name, choose from the list of variables, or create a combination of both.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/run-name-default.gif\")
<\/p>\nYou can also add form field<\/a> variables in your workflow run names. The form field value will reflect in your run name as soon as you populate the form field and click outside it.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/run-name-variable.gif\")
<\/p>\nIf you have a Data Set<\/a> connected to your workflow, you can also use the Data Set values as variables to name your workflow automatically.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/data-set-named-workflow-run.gif\")
<\/p>\nTo set this up, first, connect a Data Set to a dropdown field<\/a> in your workflow. Next, click the Settings cog<\/strong> and go to your Workflow Run name<\/strong>. Here, click on the magic wand<\/strong> to expand the list of variables and look for that Data Set’s variables<\/strong>. Select the desired variable that should name your workflow and Save<\/strong>.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/run-name-data-set-variables.gif\")
<\/p>\nLock the default run name<\/h3>\n
After entering a default run name, a Prevent edits when using default naming<\/strong> toggle appears in the workflow settings modal. Turn this on to make the run name read-only whenever a run uses the auto-generated default name.<\/p>\n
When this setting is enabled:<\/p>\n
- \n
- Runs that use the default name display a read-only run name \u2014 no one can edit it.<\/li>\n
- Runs where the name was changed manually or set via an integration remain editable as usual.<\/li>\n<\/ul>\n
This is useful when you need consistent, tamper-proof naming \u2014 for example, compliance workflows where each run must follow the exact naming pattern defined by the workflow owner.<\/p>\n
Setting run names manually<\/h3>\n
If you have not set a default run name for your workflows, you have to manually name each workflow when you run them<\/a>.<\/p>\n
Click the “+New<\/strong>” button in the top right corner of your screen. Then click “Run a Workflow”<\/strong> and search for a workflow to run.<\/p>\n
By default, the name will be set to the workflow name plus the time the workflow run was created, for example, “Create an Invoice 11:46PM workflow run”<\/strong>. Delete this and give your workflow run a different name, as shown below.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/run-name-run.gif\")
<\/p>\nSetting run names via the scheduling tool<\/h3>\n
You can also set workflow run names in advance when you schedule your workflows to run<\/a>.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/run-name-scheduler.gif\")
<\/p>\nSetting run names via integrations and automations<\/h3>\n
Naming a workflow run via integration<\/a> or automation<\/a> is another common way to set names when your workflow runs.<\/p>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/PS-run-name-ex2.png\")
<\/p>\nChange the name of an active workflow run<\/h2>\n
Note:<\/strong> If the workflow has Prevent edits when using default naming<\/strong> turned on and the run uses the default name, the run name is read-only and can\u2019t be changed.<\/p><\/blockquote>\n
Change the run name manually<\/h3>\n
![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/run-name-active-run.gif\")
<\/p>\n![\"\"](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Naming-via-Zapier.png\")
<\/p>\n