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:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Workflows and Forms, and select Workflow Configuration.
  3. On the Workflow Configuration page, select a workflow configuration.
  4. In the Workflow Configuration Wizard, edit properties about the workflow and its steps and tasks.
  5. Select Validate to make sure there are no errors or critical issues that prevent the workflow from running properly.
  6. In the Validation Errors and Warnings dialog box, select Close.
  7. 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, May 21, 2024