Editing a Template That is in Use

Workflow Manager 5.6

After a template has been used to create a workflow request, you will no longer be allowed to update all of the template’s details. The following table outlines what may and may not be updated.

Updating an In-Use Template
Component	Permitted to Change	Not Permitted to Change	Delete?
Template	Name text field Folder text field Status combo box Global Template check box	Template Type combo box	No
Data Group	Data Group Name text field Sort Order text field	Data Type combo box When Collected? radio buttons	No
Data Element (Standard)	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)	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	No
Workflow phase	Workflow Phase Name text field Sort Order text field	Phase Type combo box Define a condition for workflow branching? radio button Select the branching condition combo box and associated grid Link to next phase combo box	No
Workflow step	Workflow Step Description text field Step Type combo box Track for 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

See Also

Updating a Template