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Modify a Process

You can only modify processes that have a mode set to Draft or On Hold. If the mode is set to Active, you cannot modify a process. The appropriate access rights are required to modify a process.

Follow these steps:

1. Open Home, and from Personal, click Organizer.

   The action items list appears.

2. Click Processes.
3. Open the Processes menu, and click Available.

   The list page appears.

4. Click the name of the process to modify.

   The properties page appears.

5. Do the following:
   1. Modify the generic attributes for this process.
   2. Update the process steps as desired by adding, renaming, deleting, adding conditions to, or altering actions.
   3. Update groups by adding, removing, reorganizing, or renaming them.
   4. Update escalation properties by changing escalation type, level, grace period, or additional notifications.
   5. Click the Validation link to validate the process modifications. If errors are identified, correct them and revalidate the process. If no errors are identified, click Exit.

More Information:

View an Initiated or Available Process

Start a Process

Cancel a Process Instance