Edit a Workflow Process

Note:

Once you create a workflow process, you cannot delete it. You can modify the workflow process forms and approvals as needed. When a workflow process is no longer needed, uncheck the Active box.

  1. Select Workflow > Workflow Manager in the Navigation Menu. The Workflow Manager tab window displays. The default view is the Forms tab in the right pane.
  2. Select the named workflow row you want to edit in the left pane.
  3. Select the form row you want to edit in the right pane.
  4. If you need to modify the form details click Edit Form in the Ribbon Menu. An Edit Process Form dialog box displays.

  5. Edit the form name, source database, selected form, initiating form, or Save File To entry as needed and click OK.

    Tip:

    Use the Edit Form option if you want to copy the Save File To entry for another workflow process. Copy the content of the field, then edit the other workflow process form to paste the copied content. Update the copied Save File To field as needed for the other workflow process. For example, you may need to update the role name or form name reference.

  6. If you need to modify the approvals for a form, click on the arrow in the form Name cell to display the list of approvals.
  7. If you need to modify the Action for an approval row, click in the Action cell and select the desired action from the dropdown. This is the only change you can make to existing approval.
  8. If you want add another approval to the sequence, click Add Approval in the Ribbon Menu. An Add Form Approval dialog box displays.
    1. Select the applicable Role from the dropdown.
    2. Select the role that is next in line for the Approval Role from the dropdown.
    3. Select the Action that occurs from the dropdown. Select either Email next role or Email all roles. Select “Email all roles” for the last person that approves a form.
    4. Click OK. The approval is added to the form. Approvals are listed in the sequence they are added to the form.

  9. If you want to delete an approval, select the applicable row and click Delete Approval in the Ribbon Menu. Remember to select the Action of “Email all roles” for the last person that approves a form.

    Tip:

    If you need to add an approval step between two existing approvals, delete the approvals after the approval step where you need to add the approval step. Add the new approval step and then add the remaining approval steps.

  10. Optional. Close the Workflow Manager tab.