You will need the Full Write Workflows permission to perform this action. The permission must reach at least one of the workflow's campuses. Workflow managers can also add, edit and delete the workflow's tasks.
Click Automation > Workflows in the left navigation menu and scroll or search for the workflow you want to edit. Open it, then click Actions on the right side of the screen.
From the Actions menu, choose Edit to open the window below.
Edit the details and save. For the fields available, see How do I add a workflow?
Note: If you are limited to some campuses, you can change only the workflow's campuses inside your access. With more than one organization, saving a workflow that moves it to other organizations is refused when a workflow manager, an assignment pool member or the assignee of an open assignment cannot reach any of them. The message names them.
Enable and disable a workflow
This is also where you enable or disable a workflow.
Enabled - once enabled, the workflow can run from any trigger or when people are added manually. Don't enable it while there is more setup to do. When disabled, no automation takes place on any task in the workflow, and processing of the workflow and its triggers stops.
Adding tasks
For the different tasks you can add to a workflow, see the Tasks collection.
Drag tasks from the Task Library on the left side of the canvas and place them in view. Edit the task's properties in the panel on the right. Connect tasks by clicking the right node on the first task and dragging the arrow to the matching node on the next task.
A task may have several nodes, and each node can connect to several other tasks, or be left unconnected if that path ends there. The exception is a linked form. If a linked form should start several tasks in parallel, connect the form to a Splitter Task.
To delete the connection between two nodes, click the line and press Delete on your keyboard.