Editing a workflow

1. Click <My Profile> | Administration | Advanced Customization | Workflow.
2. Click the workflow you want to edit.
3. If the workflow is enabled, click Edit Workflow. This disables the workflow so you can edit it.
4. To change the workflow description, click Change Workflow.
   1. Enter the new description.
   2. Ensure Enabled is unchecked. You can't edit a workflow that's enabled.
   3. Click Save.
5. To delete a state or rule from the Available States palette or a rule from the Available Rules palette, click the state or rule in the palette. You cannot delete a state or rule that's used in a workflow tree.
   1. Click Delete.
   2. Click Confirm Delete.
   3. Click Save.
6. Drag new states and rules onto the tree. For more information, see Adding states and rules to a workflow.
7. To remove a state or rule from the workflow tree, click the state or rule in the workflow tree and drag and drop it onto the dustbin icon. When you remove a state or rule, all states and rules hanging from it are also removed. Click OK.
8. Click Save to save any changes you've made.
9. Click Activate Workflowto activate the workflow. You should fully test all workflows on a Sage CRM test installation before you enable them on your production system.
10. Click Cancel to return to the workflow list.