Like any other PPM entity, workflows can be edited from the Setup module.
Understand the following about editing a workflow:
- If the workflow selected to be edited has a current instance running, it can be only partially edited. This means that The General and Instance Default fields are disabled, and the diagram of the workflow cannot be changed. Most Step and Task properties can be changed. When this occurs, an appropriate prompt will pop up informing the end-user of same.
- Permitted changes in a workflow with a current instance running can be introduced in any step in the workflow, even the in current step.
- Changes in the current steps or in steps occurring prior to the current step will not be implemented until the next instantiation of the workflow.
- Changes in steps occurring after the current step will already be implemented during the current instantiation of the workflow.
- If while editing a workflow there was no current instance running, but prior to saving the changes the workflow was started by another user, the configurator will be instructed by a prompt how to proceed.
To edit a workflow:
- From the Setup drop-down list, select Workflows. The navigation pane displays the list of workflow folders and the workflow templates in each one appear in the table.
- Expand folders if necessary and select a workflow in the table.
- Click Edit to open the Workflow Wizard. If the selected workflow is currently running, a message box appears to alert you. It also reminds you that you can only edit steps and tasks. To continue, click OK.
- The first step in the wizard appears. See Defining Workflows for help editing the data at each step.
- On the Diagram step, click Edit.
- In the Diagram Editor, select the step you want to edit.
- Click the Step, Task, or Tracks tab to edit the enabled fields. (On the Tasks tab for a Tasks step, select the task to edit and then click Edit.) Repeat the applicable steps above for each step you want to edit.
- Click Save.
- Click Verify to simulate processing of the workflow in order to identify any potential errors.
- In the Verify dialog box, review any problem tasks. Click Show to view additional details for the task.
- Click Close. Using the diagram, Search button, Step tab, or Tasks tab, make corrections to the workflow. Click Verify again to repeat the check.
- Click Save to save the workflow.
- Click Close.