Modifying Workflow templates

  1. From the Manage ribbon, select Workflow Templates.
  2. Right-click the template you want to modify and select Properties to modify the configuration details of the template.

    See Workflow template General tab.

  3. Click OK to save your changes.

- or -

  1. Right-click the template you want to modify and select Open With Workflow Editor to modify its Activity details.

    See Workflow editor.

  2. Click Save As or Save to save your changes.

  1. Right-click the template you want to modify and on the Security and Audit menu, click Security/Access.

    See Workflow template Access Controls and Copied Access tabs.

  2. Click OK to save your changes.

CAUTION: When you change a Workflow template, existing Workflows that are based on the original template will not change.

New Workflows will use the new template.