Edit a Workflow Configuration
After you publish a workflow configuration, you can edit most of its properties to create a new draft but you cannot change its context type.
To edit a workflow configuration:
- In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
- From the Main Menu, select Workflows and Forms, and then select Workflow Configuration.
- On the Workflow Configuration page, select a workflow configuration.
- In the Workflow Configuration Wizard, edit properties about the workflow and its steps and tasks.
- Select Validate to make sure there are no errors or critical issues that prevent the workflow from running properly.
- In the Validation Errors and Warnings dialog box, select Close.
- Select Save or Publish.
If you save or publish a workflow configuration that has already been published, a new version is created.
Last Published Tuesday, November 19, 2024