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Editing a workflow

Editing a workflow

User with right access can edit an existing recurring workflow while the workflow is still in process. You can choose if the changes should reflect for the current workflow or the future occurrences of the workflow. You can edit a current or future workflow from under Active and Future tabs respectively. Editing a workflow is also available for failed workflows. These workflows can be edited from under the Failed tab. Click on More icon of the workflow to make further changes.

  1. Click Edit.

  2. Select from:

    1. Edit this run

    2. Edit future runs

  3. Make the desired changes on the details pages. On the first page of the details page, you can edit:

    1. Name

    2. Description

    3. Storyboards & Reports

  4. Click Next. On the second page, all options are open for editing except:

    1. The dimension of approval members

    2. Completed steps. Edits are locked for completed steps.

  5. Click Save.

 

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