Edit Workflow
- Sun Nguyen (Unlicensed)
- Mila Tran: Insurance-VN
You need to have the “Update workflows” permission to perform this action.
See more: Workflow Permissions
To adjust information about a workflow, you can click on the below button in the Workflow list.
This action will open the Workflow form popup where you can adjust information about the workflow. It contains almost the same information as when you create a new Workflow. See more: https://seamlessinsure.atlassian.net/wiki/spaces/MSUG/pages/6981089
On the Edit mode of a workflow, you can change information in these fields:
Name of the workflow
Description field
The fields below will keep the same information that created the workflow and cannot be changed.
Type
Business Record Type
Can edit an active workflow?
You cannot edit an active workflow immediately. You have to deactivate this workflow and after that, you can Edit it.
When opening the Edit mode of an active workflow you can see the “Activate Workflow” is turned on.
To Edit this workflow you have to click this switch to Deactivate the workflow. Then you can continue to update the Name or Description of the workflow. See more: Activate / Deactivate Workflow
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