Edit a Guidance

You can only edit a guidance in the Draft status. To edit a guidance that's active or archived, then you must clone that guidance and edit the clone.

1. Navigate to the Guidance Setup page. Navigator > Configuration > Application Composer > Guidance Setup
2. If the guidance you want to edit is archived, then you must first display the archived guidances by clicking Actions > Show Archived . The Actions button is located at the top of the page.
3. If the guidance you want to edit is active or archived, then clone the guidance by clicking Actions (three dots) and selecting Clone
4. To edit the basic details of the guidance, including the name and the selection criteria that specify which records the guidance runs on, click Actions (three dots) on the right side of the row and select Edit.
5. To edit the objectives and steps, click the guidance name link.

Important: To delete values you entered in drop-down fields, you must press either the Tab or the Return keys on your keyboard after deleting your entry. For example, if you select an email template and then want to delete the entry, you must press Tab or Return after deleting.