Edit Existing Processes

If a process has been created and is not being used, you can delete the process or repurpose it by renaming and modifying it to suit your needs. To tell whether or not a process is being used, Go to the Workflow Properties page and click the Where Used button.

To edit an existing process

1. Go to the process settings.

For more information, see Access Process Settings.

2. Click Manage Processes.
3. Click the title of the process you to edit.
4. Click Edit.
5. Modify all desired fields.

See Properties Tab Overview for a detailed description of each field.

6. Click Save.

Related Topics:

• Set up Cost Processes
• Delete Processes/Instances