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How do I edit a workflow?

Describes how to edit a workflow including enabling and disabling.

You will need to have Full Write Workflows to perform this action.

Click Automation > Workflows from the left navigational menu and scroll through the workflow listing or search for the one you want to edit by name. After opening it, click Actions from the right side of the screen.

From the Actions menu, choose Edit to open the pop up below.

A pop up will appear where you can edit the details. See this article for information on the fields available.

Enable and Disable Workflow

In addition, this is where you can enable or disable a workflow, as needed.

  • Enabled - Once enabled, the workflow can run by any trigger or by manually adding people. Do not enable if there is more configuration to be done. If disabled, no automation will take place on any tasks within the workflow. When disabled, processing of the workflow and any triggers will stop.

Adding Tasks

See this section of the Help Center for information on the different tasks that can be added to a workflow.
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Drag tasks from the Task Library on the left side of the canvas and place them in view. Edit any of the properties of the task on the right side pop up. Subsequent tasks can be connected by clicking the appropriate node on the first task and dragging the arrow to the corresponding node on the next task.

A task may have multiple nodes to choose from, and each node can be connected to multiple other tasks, if needed or it can be left unconnected if that path is meant to end. One exception is a Linked Form. If a linked form is meant to trigger parallel execution of multiple tasks, you would need to use a Splitter Task as the one the form connects to.
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You can delete the connection between 2 nodes by clicking the line and then delete on your device keyboard.

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