Workflow Engine - Enter/Edit Workflow Name and Description

Enter a name and description for your workflow.

  • To manage the name and description for your workflow go to Admin > Tools > Core Functions > Workflow Management > Workflow Library.
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Workflow Engine - Workflow Library - Manage Grants access to view, edit, and publish workflows in the Workflow Library. This is an administrator permission. Workflow Engine

Create a New Workflow Name and Description

Click the Create Workflow button and enter a name and description. Select the Create button to open the Flowchart page.

Edit a Workflow Name and Description

Select the ellipsis for a workflow and select Edit. Select Name and Description, and then select Save. You can edit the name and description for Saved as Draft workflows only.