Processes › Modify Processes

Modify Processes

Before you can change a process, the process status must be “Draft” or “On Hold”. You cannot edit a process if it is running or has a status of “Active”.

To modify a process

1. Select Processes from the Data Administration menu.

   The Available Processes page appears.

2. Click the name of the process you want to change.

   The Process Definition: Properties page appears.

3. Change any of the following:
   • Process properties
   • Objects (add, edit, or delete primary or linked objects; for linked or implied objects, only the object name attribute is editable).
   • Start options
   • Steps (rename, delete, add conditions to, or alter actions).
   • Groups (add, remove, reorganize, or rename).
4. Save your changes.
5. Validate the process.

More information:

Start Process Instances

How to Define Steps and Actions

Process Groups

Validation for Processes and Steps