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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 this week

Pre-requisites:

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

Steps to edit details of an existing workflow are mentioned below:

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

2. From the workflow definitions listing, right-click on the workflow definition for which details are to be edited and select 'Edit Workflow Detail'.

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

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

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



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