Editing a Completed Workflow Step
Workflow Manager 2016
In most instances, if a workflow step has a data group associated with it, you can go back and edit the data you supplied for that workflow step when it was submitted without rolling back. In other cases, it might be necessary to roll back to that workflow step before you will be allowed to update your information. See Rolling Back to a Previous Workflow Step for more information.
To update a previously completed workflow step (after rolling back to it, if required), you will need to select the workflow step name on the Progress tab of the Workflow Request page.
Please note the following regarding editing previously submitted workflow data:
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Can edit all submitted data throughout the workflow—You can update data collected during any data collection step (including the initial submission step), as well as generic supplementary information entered while completing a step (like the time taken or comments made). |
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Cannot edit branching data—If a workflow step includes a data item used to make a branching decision (that is, the data entered in that data item decides which course the workflow will follow), that data item will not be updatable. You will need to roll back to the workflow step to edit that data item. |
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Data editing information is logged—Every time you edit a data item on a completed workflow step, the change is logged in the Workflow Manager database for auditing purposes, and this change history, along with rollback information, appears on the Workflow Report. |
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Comments are required—If you update previously submitted data, you are required to add a comment indicating the reason for the change. |
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Cannot update software allocation/deallocation data—You cannot update Allocate Software License and Deallocate Software License steps. Once such steps are completed, clicking the step name opens the Allocate Software To Computer or Deallocate Software From User/Computer dialogs in read-only mode. You can review the details of the allocation or deallocation, but cannot make any changes. |
For information about editing a completed workflow step, see the following topics:
See Also
Selecting the Email Templates to Send at Step Initiation, Completion, Update or Rollback
Rolling Back to a Previous Workflow Step
Updating a Workflow Request
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