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Edit Details of a Workflow in a Project

This article helps you understand how to edit details of an existing workflow in a project.

Updated over 3 weeks ago

Pre-requisites:

  • You must have the 'Manage Workflow Rules' role privilege on the project where the details of an existing workflow are to be edited.

The steps to edit the details of an existing workflow are mentioned below:

1. Navigate to the 'Workflows' tab and select the project where the details of an existing workflow are to be edited.

2. From the workflow definitions listing, right-click the workflow definition whose details need to be edited and select the 'Edit Workflow Detail' option.

3. A layered screen appears for editing details of the selected workflow.

Edit details including workflow name, description and total workflow days as required. Once a workflow is created, its workflow context cannot be changed.

4. Once done, click 'Update' to apply the changes.



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