Editing a workflow version allows you to adjust the settings, change the process, including configuration changes, and add or remove process steps.
Published workflow versions are not editable. To make changes to a published workflow, first Create a Copy.
The Padlock icon in the Workflow Version History.
A padlock icon indicates a previously published version that is read-only and cannot be edited. Once published, a version is locked to ensure production workflow versions remain unchanged.
Editing a Workflow Version
To create a new workflow version:
1
Go to the Workflow Builder Module
Click on the Workflow Builder menu item.
2
Select a workflow record
It opens a sidebar with workflow details. Version History is available in the sidebar.
Choose the version of the workflow that you would like to edit.
3
Click the Edit icon
In the Actions column, click the Edit icon. This will create a new version of the selected workflow. Each new version created gets the next incremental number. The new version can be modified independently, leaving other versions, including the published one, unaffected.
4
Workflow Editor
Editing a workflow opens it in the Workflow Editor view. To learn more about editing workflow configuration, go to the Workflow Configuration section.
