Edit a Workflow Design

You can change the properties of workflow designs that are not included in running workflows. If a running workflow is already using a design, you cannot edit it.

To edit a workflow design:

In the object selector, select a workspace.
In the sidebar, hover over  Workflows and Forms, and select Workflow Design.
On the Workflow Design page, select a workflow design.
In the Workflow Design Editor, you can edit the design name, add, remove, and edit tasks, steps, and relationships between steps.
When you are done editing the workflow design, select Validate to make sure there are no new errors or critical issues that would prevent the workflow from running properly.
Select Save or Publish.

Tips

If you try to save a workflow design that is associated with workflow configurations, and if those configurations are not running, then you will receive a prompt to confirm your changes. If you confirm your changes, then the associated configurations will be deleted.

Last Published Tuesday, May 21, 2024