Editing a workflow template

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Permission Operation administrator and higher
Connectivity Online only

This document describes how to edit an existing workflow template in the InfoEx system.


A workflow template links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Workflow templates are custom designed by each operation and internally managed by users of the operation with Operation Administrator permissions. This document provides information on how to edit a workflow template that has been previously created.

Step-by-step description

Fig. 1: Select Manage Workflow Definitions
Click on 'Manage Workflow Definitions' under the WORKFLOWS item in the main menu bar (Fig. 1).
Fig. 2 : Editing a workflow
Find the workflow that you want to edit in the list of existing workflow templates under the 'Workflows' section title and click on the the ButtonEdit.png button to the right of the workflow name (Fig. 2). This will open the central panel of the page with the general settings for the workflow.
3. To edit the name for your workflow, enter a new name into the 'Name of Workflow' field.
4. To change the location association of your workflow, either click on the ButtonDelete.png button of the locations would like to delete from your workflow or start typing the name of the location you would like to add to your workflow and select it from the location dropdown list.
5. To add a new workflow step, see Adding steps to the workflow template for more details.
6. To edit the settings of an existing workflow step, click on the ButtonEdit.png button on the right side of the label of the workflow step you would like to edit to open the 'Step Settings' panel. Click on the links below for more information in the workflow module-specific settings.
7. To delete a workflow step from your template, click on the ButtonTrash.png button on the right side of the label of the workflow step you would like to delete and confirm your decision to permanently delete the step by clicking Yes in the 'Confirm Delete' dialog box.
8. The change whether the steps in your workflow need to be completed in order, check (strict order enforced) or uncheck (order not enforced) check checkbox at the bottom of the 'Workflow Steps' section.
9. Once you have completed your edits, click on Save Workflow in the central panel to save changes to the workflow template permanently.
NOTE If you have changed the settings of any individual workflow steps, make sure that you click on Save Step for each of the modified steps before clicking on Save Workflow to permanently save the workflow changes.

Related documents

Functionality tested by

  • Dec. 24, 2013: Pascal Haegeli