Edit a Workflow or Form

You can edit a workflow or form at any time when it's in the Draft or Configured state. However, a workflow or form in the Active state is view-only. To edit an active workflow or form you must either deactivate or version it.

  1. Open a project.
    1. In the navigation pane, select Projects.
    2. Select the project name.
  2. In the left toolbar, select Human in the loop Human in the loop icon.
  3. In the Workflow or Form section, point to the workflow or form you want to edit, click Actions icon and then select Edit.

For a workflow, the workflow designer opens where you can edit the workflow as required.

For a form, the form designer opens where you can edit the form as required.