Editing a workflow

1. Select <My Profile> | Administration | Advanced Customization | Workflow.
2. Select the workflow you want to edit.

   Before editing the workflow, you can select the rules under Available Rules to view their details and underlying actions. To do so, you don't need to disable the workflow.

3. To modify the workflow description, select Change Workflow.
   1. Enter a new description.
   2. Select Save.
4. To change the workflow states and rules, select Edit Workflow.

   This disables the workflow, so that you can make your changes.

5. To delete a state or rule from the Available States palette or from the Available Rules palette, select the state or rule in the palette. You cannot delete a state or rule that's used in a workflow tree.
   1. Select Delete.
   2. Select Confirm Delete.
   3. Select Save.
6. Drag new states and rules to the tree. For more information, see Adding states and rules to a workflow.
7. To remove a state or rule from the workflow tree, drag and drop the state or rule from the workflow tree to the bin icon. Select OK.

   When you remove a state or rule, all states and rules hanging from it are also removed.

8. Select Save to save any changes you've made.
9. Select Activate Workflow to activate the workflow.

   Test all workflows on a Sage CRM test installation before enabling them on your production system.

10. Select Cancel to return to the list of workflows.