Edit Workflows

This topic describes how to edit a workflow using classic view designer. You can use the Edit option in the Workflows window to edit a workflow. You can edit the workflow or any of the workflow steps.

To edit a workflow using classic view designer

  1. In Easy Workflow Cockpit, select Manage > Workflows. The Workflows window is displayed.
  2. Select the workflow, select Edit > Classic View, and perform one of the following steps.
    • If the workflow is not password protected and is yet to be used, edit the workflow in the Workflow Designer - <WorkflowName> - [New Version] window that is displayed.
    • If the workflow is password protected and is yet to be used, perform the following steps in the Password Confirmation dialog box that is displayed:
      1. Enter the password, and select Ok. The Workflow Designer - <WorkflowName> - [New Version] window is displayed.
      2. Edit the workflow.
    • If the workflow is in use, perform one of the following steps in the Edit Options for Workflow - <WorkflowName> window that is displayed:
      • Select Create new version, provide the password if the workflow is password protected, and edit the workflow in the Workflow Designer - <WorkflowName> - [New Version] window.
      • Select Change existing version to create a workflow for which only some fields can be edited, provide the password if the workflow is password protected, and edit the workflow in the Workflow Designer - <WorkflowName> - [Change] window.
      • Select View Only to open the existing workflow definition in read-only mode.

      • Note: If you have forgotten the password, you can use the Forgot password option to reset the password, and enter the 6-digit security code that is sent to the workflow admin to edit the workflow.

  3. Select Save. The workflow is edited.

You can edit a workflow in the modern view designer window also.

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