Editing Taskflows

After you create a taskflow, you can edit the taskflow description, and create, edit, or delete taskflow variables. You can also add or delete a stage or a link.

To edit taskflows:

  1. Select Navigate, then Administer, and then Consolidation Administration.
  2. Select Administration, and then Taskflows, and then Manage, or expand Taskflows from the left side navigation pane and select Manage.
  3. From the Taskflow Listing Summary page, select the taskflow to edit and click Edit.
  4. In the taskflow editor, select an option:
    • To add a stage, click Add Stage. See Adding Stages to Taskflows.

    • To add a link, click Add Link. See Adding Links to Taskflows.

    • To delete a stage, you must first delete all conditions from the link of the stage to be deleted. Save the taskflow, and then click Delete.

      Note:

      If you delete a stage, all links associated with it are also deleted.

    • To edit the taskflow description, click Properties.

  5. Edit the taskflow and take one of these actions:
    • To save the edits, click Save.

    • To cancel the edits, click Cancel. The system returns you to the Taskflow Listing Summary without saving your changes.