Updating a Workflow Request

Workflow Manager 2014

You can update a workflow request by either completing tasks associated with it, or updating its general information. Do one of the following:

Methods of Updating a Request

Task

Description

Completing a Workflow Step

The tasks that you perform to complete a workflow step vary depending on its type. You may be prompted to enter information, comments or the time spent on the task, or alternatively will need to launch a script or custom web page.

Rolling Back to a Previous Workflow Step

Roll back to a previous workflow step, so that this step (and all subsequent steps) must be repeated.

Editing a Completed Workflow Step

Update the information entered in a data entry step.

Sending Email and Comments at Completion, Update or Rollback

Specify which email template is used when a workflow step is updated, completed, or rolled back.