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 a week ago

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 '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 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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