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.