Edit an Orchestration

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

1. Navigate to the Orchestration Setup page. Navigator > Configuration > Application Composer > Orchestration Setup
2. If orchestration you want to edit is archived, then you must first display the archived orchestrations by clicking Actions > Show Archived . The Actions button is located at the top of the page.
3. If the orchestration you want to edit is active or archived, then clone the orchestration by clicking Actions (three dots) and selecting Clone
4. To edit the basic details of the orchestration, including the name and the selection criteria that specify which records the orchestration 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 orchestration 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.