Editing Workflows

To edit the template:

  1. Go to Admin > Workflows. The Workflows page appears:

    image-20210310100523134

    The page lists all active workflows.

  2. (Optional) Click to enable the Show Inactive toggle button, under the Create Workflow button, to show both active and inactive templates. When the toggle button is disabled, it only shows active workflows.

  3. Click the workflow to edit in the list to go to the designer page for that workflow (not shown).

  4. At this stage the process is nearly identical to creating a new workflow. The only difference is many of the parameters and additional steps are already completed. Change them as desired. If you want to eliminate an entire step, click the Delete This Step link for that step.

You cannot make any changes to the behavior of a workflow if there are active requests using that template without canceling those requests. An active request is any unexpired request that has not been approved, denied, or canceled by the user. If you do make an alteration, any requests are canceled and those affected are notified by email so they can resubmit their requests. Any user editing the template is notified when he or she tries to save changes on the canceled request.