System Configuration
System Configuration is where Autologyx is configured to solve a business problem.
It is most relevant to Config Admins, analysts, solution designers, and other builders who are responsible for shaping how the platform behaves. This is where you define the data model, design workflows, configure tasks, automate document handling, connect external systems, and shape the user experience for the people using the solution.
In contrast:
- the Workspace is where end users carry out day-to-day work with records, tasks, and documents
- Administration is where system-wide settings such as users, groups, roles, authentication, and security-related configuration are managed
System Configuration is about building the solution itself.
What you will find in this section
Understand the area
Start here if you want an overview of what System Configuration is for and how it fits into the wider platform.
Build the data model
These areas define the structure of your application and the data it works with.
Design workflow and automation
These areas are about configuring process logic, task orchestration, and workflow automation.
- Sequences
- Sequence Actors
- Sequences for relational records
- Task Templates
- Task Group Templates
- Task Management
Configure documents, variables, and integrations
These areas help you work with dynamic values, generated outputs, APIs, and external services.
- Working with Document Templates
- Document Automation
- Merge Fields
- APIs and Variables
- Using DocuSign with Catalyst
Shape the user experience
These areas control how the configured solution is presented to users.
Advanced and specialist capabilities
These pages cover more specialist configuration features.
Suggested path
If you are building a new solution in Autologyx, a sensible order is:
- define the data model
- configure workflow and task behaviour
- add documents, variables, and integrations
- shape the user experience for end users
Notes
INFO
System Configuration is focused on building and maintaining solutions in Autologyx, rather than carrying out operational work in the Workspace or managing global administration settings.
TIP
If you are new to building in Autologyx, a good place to begin is About System Configuration, then Object Classes, Relational Modeller, and Sequences.