Updating the name of a workflow rule

When you update the name of a workflow rule, it is not updated in the user interface.

When you create a workflow rule, Sage CRM inserts the rule name in both the Translation and the Caption Code fields. If you update a workflow rule name in <My Profile> | Administration | Advanced Customization | Workflow, only the Caption Code field is updated. To update the Translation field, do the following.

1. Click <My Profile> | Administration | Customization | Translations.
2. Enter WorkflowRule in Caption Family.
3. Enter <your new workflow rule> in Caption Code.
4. Click Find.
5. Click the caption code and click Change.
6. Enter the new workflow rule name in the Translations fields and click Save.