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.

Behavior of the Due Date (due_date) Field

In the Workflow Settings field in the Workflow Setup of a BP, if the Override Workflow Due Date field is set as Yes, you can edit the due date in the creation step. If the Override Workflow Due Date field is set as No, you cannot edit the due date in the creation step. Also, you cannot edit the Due Date if the work has started or the work has moved to the next step (is in-flight) in the workflow process.

When you create workflow BP records through file imports (CSV or Microsoft Excel), the system currently sets the Due Date automatically based on the Workflow Settings; the Due Date provided in the input file is ignored. Also, when you update workflow BP records through file imports (CSV or Microsoft Excel), the system uses the Due Date that was based on the Workflow Settings and ignores the Due Date provided in the input file.

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