Edit Workflow Steps

After you create workflows, editing the workflow steps could easily invalidate the In-progress workflows. Workflows with in-progress steps must be restarted or canceled before the steps can be changed. When you access the Workflow Steps tab, a check is performed to search for workflows of this type that are In-progress. If In-progress workflows are found, a message dialog box displays. You can choose to cancel or restart the steps for these workflows.

You must be a member of the SYSAMIN Group to edit the steps for in-progress workflows.

Limited editing can occur without restarting the workflow. You can edit the Assigned To column and the step actions. When in-progress workflows reach the edited step, the new assignments and/or step actions are processed based on the edits.

To edit the workflow steps:

  1. On the Navigation menu, click Administration ยป Workflow Type Configuration.

  2. Select the Workflow Steps tab and click Edit Workflow.

  3. Use the Edit Workflow Dialog Box to specify how workflows should be modified when changes are saved.

  4. Select from the following options:

  5. Click OK to save your settings and close the dialog box or click Cancel to close the dialog box without saving your settings.


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