Edit a Workflow

  1. From the home page, click Configure and click All Workflows.

TIP: Alternatively, open the Work Activity Templates page and click the All Workflows tab.

  1. Search for the desired workflow. See Search Workflows for more information.
  2. To the right of the workflow you want to clone, click the three dots icon under the Actions column.
  3. Click Edit.

You can also click the workflow title to quickly open the workflow.

  1. Edit the workflow as desired and click Save in the upper-right corner. This saves the changes, but doesn't push them out to any work activities currently using the workflow.
  2. Click Save & Publish to save the changes and push them out to any live work activities connected to the workflow.