Editing Business Process Records

When a workflow business process (BP) is in route, depending upon your permission settings, you can add or edit information on the form. A non-workflow BP can be edited as needed, as well.

You can be designated as either a step editor on a specific step in a workflow, or as a record editor. As an editor, you must have at least the "View" permission to be able to view the record in the log and access it for editing.

Step editors cannot edit a workflow record until the task assignee accepts the task and saves the draft.
Edits made and saved by assignees are not viewable until the assignee sends the record on to the next step; however, edits made and saved by record editors are viewable at any time.
Edits performed on the end step of a workflow BP affect the record directly, as no draft exists.

For details about editing your tasks records, see Taking Action on your Task.

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