Edit Workflow

To edit a workflow, follow the steps below.

1. On the ‘Workflows’ screen, select a workflow and click on the ‘Edit’ button from the top menu bar.

   

2. On the ‘Edit Workflow’ screen, make the required changes in each stage and click on the ‘Save Changes’ button.

   

Note: Only records created after the workflow update will follow the updated workflow. Records that were already part of the workflow before the update will continue following the original workflow.