Editing Process

You can Modify all the details except ID, Code, Version, Active status, Executable flag, and Type of a Process definition. To modify an existing Process definition in the Process screen:

Select the checkbox adjacent to the Process Code whose details are to be updated.
Click Edit button in the List tool bar. Edit button is disabled if you have selected multiple Processes. The Process Definition (Edit Mode) window is displayed.
Edit the Process details as required. For more information, see Create Process section.
Click Save to save the changes.

Process Definition Versioning

For an authorizer:

When you create a new process, its version will be 0. When you edit an existing process and try to save, you are prompted whether to save it as a new version or not. If you click Yes, a new process is created with version as 0 and the process having version as 0 will be saved with version as maximum version +1. If you click No, the existing process is overwritten and the version will be as it is.

For a non-authorizer:

When you create a new process, its version will be -1. Once the process is approved by an authorizer, the version becomes 0. When you edit an existing process and try to save, you are prompted whether to save it as a new version or not. If you click Yes, a new process is created with version as -1. Once the process is approved, its version becomes 0 and the process having version as 0 will be saved with version as maximum version +1. If you click No, the existing process is overwritten, and the Active flag of the process becomes N (which you can view from the Summary screen). The version remains the same. Once the process gets approved, its Active flag changes to Y.

Note the following:

The process with version 0 is the latest one and it can have many versions say 1 to n, where 1 is the oldest process and n is the next to latest.
A rule with version -1 will always be in Inactive state.

You can view all the versions of a particular process by providing the process’s name or code and clicking Search in the Search and Filter grid. (Ensure the Version field is cleared since it is auto populated with 0).