Edit an Approval Workflow

You can make changes to an approval workflow in Approval Workflows Configuration.

To edit an approval workflow for an application:

  1. On the Navigation menu, click Settings > Workflow > Approval Workflows in the desktop application.
  2. In the Search field on the Approvals Configuration form, select the approval workflow to edit.
  3. On the General tab, make changes as needed.
  4. On the Workflow tab, complete any of the following actions, as needed:
    • If no approvals that use the workflow are currently in progress, make any necessary changes in the Approval Steps and Step Actions grids. If there are in-progress records, only the administrator for the approval workflow (as specified on the General tab of Approval Workflows Configuration) can edit the workflow.
    • If there are in-progress approvals for an approval workflow (noted at the top of the Workflow tab), you can make the following changes regardless of whether or not you are the approval administrator for the approval workflow (as specified in the Approval Administrator field on the General tab of the Approvals Configuration form):
      • In the Approval Steps grid, edit the Assigned To, Specific Employees, or Who Must Complete fields.
      • In the Step Actions grid, edit existing alerts or error messages.
    • If there are in-progress approvals for an approval workflow and you want full access to the Approval Steps grid to edit or delete existing steps or add new ones, you must be the approval administrator for an approval workflow. If you are, an Edit Workflow button displays in the upper left corner of the Workflow tab.

      Click the Edit Workflow button to have full access to the Approval Steps grid. On the Edit Workflow dialog box, you are informed of the number of in-progress approvals will be restarted (set back to step 1) when you save the edits to the workflow. Restarting the workflow may take time to process (depending on the number of workflows to process), so it is advisable to do this outside of normal business hours.

  5. Click Save on the toolbar of the Approvals Configuration form.
  6. In response to the confirmation prompt, click Yes.
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