Editing, copying or deleting workflows
FollowEditing workflows
To edit a workflow:
- Click on Setup > Application > Workflows in the top menu
- Locate the Search box
- Type part of the name of the workflow you are searching for
- Click on the Search icon
- Click on the workflow name
- Make the required changes and save the workflow
Copying workflows
To copy a workflow:
- Click on Setup > Application > Workflows in the top menu
- Locate the Search box
- Type part of the name of the workflow you are searching for
- Click on the Search icon
- Click on the Copy button
- Enter the new workflow name
- Click on the Copy button
- You can also copy workflows from the list of workflows by clicking on the Copy link in the row of the item you wish to copy
Deleting workflows
To delete a workflow:
- Click on Setup > Application > Workflows in the top menu
- Locate the Search box
- Type part of the name of the workflow you are searching for
- Click on the Search icon
- Select the workflow you wish to delete by ticking the corresponding box
- Click on the Delete button
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