Editing Data Collected During Initial Workflow Step
Workflow Manager 2019
You can modify all of the initial data you provided when a workflow request is submitted, except when a data item is used to determine workflow branching.
To update data collected during the initial workflow step:
|
2.
|
Click on the name of the initial workflow step. The first data submission screen opens, providing you with a read-only view of the data that was initially submitted, along with an Update Data button. |
|
3.
|
Click Update Data. A dialog box opens, prompting you to explain why you need to update the information. |
|
4.
|
Enter the reason for the change, along with any desired additional email recipients and additional email messages, and then click Continue Edit to close the dialog box and return to the Progress tab. All of the data fields (except those used in branching) will now be editable. |
Note • Data fields that are used for branching are read-only and labeled Rollback to edit this data item.
|
5.
|
Proceed through all the data submission screens, making any desired updates. |
|
6.
|
On the last data submission screen, click the Update button to save your changes. |
|
7.
|
Click the Return to workflow hyperlink to return to the Progress tab. |
See Also
Editing Data Collected During Data Entry Steps
Editing a Completed Workflow Step
Open topic with navigation
Workflow Manager
2019