4.0 Editing a Workflow and its Stages

Editing a Workflow and its Stages

4.0 Excerpts: User Journey Info/Warning

Users must be granted the Workflow manager permission by an administrator to modify Workflows

User Journey – Editing a Workflow and its Stages

4.0 Excerpts: User Journey Setups

Click Settings in the side menu

Select Workflows from the Settings sub-menu

In the header bar, click the expander arrow if the filter options are hidden

1️⃣ Click the expander arrow on the Workflow to be edited

2️⃣ Edit the Name of the Workflow

3️⃣ Click and drag the Workflow Stages to reorder them

4️⃣ [optional] Click the undo arrow to undo changes

5️⃣ Click the floppy disk icon to save

6️⃣ Edit the Name of the Workflow

4.0 Excerpts: User Journey Info/Warning

This feature is not Task-protected – changes, including deletions, are effective immediately and are not reversible

4.0 Excerpts: User Journey References