> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/workflows/workflow-settings-and-device-policies.md).

# Workflow settings and device policies

Device policies control how workflows behave in the app.

They decide which data employees can see and which fields they can change.

### Common workflow settings

#### Display settings

These settings control which sections appear in the workflow:

* `WORKFLOW_SHOW_CLIENT_DATA`
* `WORKFLOW_SHOW_WORK_DETAILS`
* `WORKFLOW_SHOW_RELATION_DETAILS`
* `WORKFLOW_SHOW_SCHEDULE`
* `WORKFLOW_SHOW_RESOURCES`

#### Edit settings

These settings control what employees can change:

* `WORKFLOW_EDIT_WORK_DETAILS`
* `WORKFLOW_EDIT_SCHEDULE`
* `WORKFLOW_EDIT_RESOURCES`
* `DISABLE_EDIT_CLIENT_DATA`

#### Signature settings

These settings affect the signature step:

* `SIGNATURE_REQUIRED`
* `REQUIRE_MANUAL_SIGNATURECONTACTPERSON`

### Update workflow-related settings

{% stepper %}
{% step %}

### Open device settings

Go to **Settings** → **Device policies and settings**.
{% endstep %}

{% step %}

### Find the workflow settings

Open the settings category that covers workflow behavior.
{% endstep %}

{% step %}

### Change the required options

Enable or disable the settings that fit your process.
{% endstep %}

{% step %}

### Save and synchronize

Save the changes.

Then let employees synchronize the app.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
App layouts can differ between iOS and Android. The same setting can still affect both platforms.
{% endhint %}

### Frequently asked questions

<details>

<summary>Do these settings apply to all workflows?</summary>

Usually yes.

These settings control workflow behavior in the app.

</details>

<details>

<summary>When do changes take effect?</summary>

After the settings are saved and the app is synchronized.

</details>

<details>

<summary>Can customer data be view-only?</summary>

Yes.

You can allow employees to view customer data without editing it.

</details>

### Related topics

* [**Workflows**](/marketplace-packages-and-power-ups/power-ups/workflows.md)
* [**Workflow step types**](/marketplace-packages-and-power-ups/power-ups/workflows/workflow-step-types.md)
* [**Power-Ups**](/marketplace-packages-and-power-ups/power-ups.md)


---

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