Workflow Manager 2019
After a template has been used to create a workflow request, you are allowed to modify the template details, see Update - Template changes to In-Progress Workflows. The following table outlines what may and may not be updated.
Note • See also Restrictions Regarding Approval Tasks When Editing Workflow Templates That Have Existing Workflow Requests.
|
Component |
Permitted to Add |
Permitted to Change |
Not Permitted to Change |
Delete? |
|
Template |
No |
Name text field Folder text field Status combo box Global Template check box |
Template Type combo box |
Yes |
|
Data Group |
Add >> Add a new Data Group |
Data Group Name text field Sort Order text field |
Data Type combo box When collected? radio buttons |
Yes |
|
Data Element (Standard) |
Add >> Add a new Data Element |
Description text field Required radio buttons Sort Order text field Help Text text field Additional fields specific to the element’s data type |
Data Type combo box |
Yes |
|
Data Element (Branching) |
Add >> Add a new Data Element |
Description text field Required radio buttons Sort Order text field Help Text text field Additional fields specific to the element’s data type |
Data Type combo box Used to Define Conditions/Branching radio buttons |
Yes |
|
Workflow phase |
Add >> Add a new Workflow Phase |
Workflow Phase Name text field Phase Type combo box Sort Order text field Track for Workflow SLA check box Track for Workflow Step SLA check box Define a condition for workflow branching? radio button Select the branching condition combo box and associated grid Link to next phase combo box |
|
Yes |
|
Workflow Step |
Add >> Add a new Workflow Step |
Workflow Step Description text field Step Type combo box Track for Workflow SLA check box Track for Workflow Step SLA check box Popup HTML File text field Email Templates to Use combo boxes Collect a data group in this workflow step radio buttons Select the Data Group combo box |
Sort Order text field (sometimes) |
Yes |
Restrictions Regarding Approval Tasks When Editing Workflow Templates That Have Existing Workflow Requests
There are special restrictions regarding Approval Task workflow steps when editing workflow templates that have existing workflow requests:
| • | You cannot change the Step Type of an existing non-approval workflow step to Approval Task. |
| • | You cannot change the Step Type of an existing approval workflow step to something other than Approval Task. |
| • | You cannot delete the Template Components which are currently Active in the In-Progress workflows. |
| • | You cannot delete the Phase Type AdminStudio in the Template which has In-Progress workflows. |
See Also
Workflow Manager 2019 Help LibraryAugust 2019 |
Copyright Information | Flexera |