Overview

To edit a workflow you need to use the workflow editor. You can access existing nodes and edit the settings in the same way as you do when you create a workflow node.

Editing workflows

  1. Select a workflow to view its details.

    For all workflow nodes the General tab is displayed by default, only event and schedule root nodes have additional tabs

    • Logs - this provides you with an audit log of events related to the workflow
    • Trigger - this allows you to view and edit the event or schedule triggers for the workflow.
Note

You can disable or enable a workflow when you edit details in the General page of an event or schedule root note.

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  1. To add or edit actions in the workflow editor, see Building a Workflow.

    You can edit General workflow details, sources or attributes in the Item details panel. The fields that you can edit are dependent on the type of node and the design or interface that they are based on.

Editing a workflow trigger

To change the workflow triggers you need to select either an event or schedule root node, then select the Trigger tab in the Item details page.

Event workflow trigger

  1. When you have select an event root node and display the Trigger tab, select the button on the action bar. You can now edit the fields displayed in the Trigger tab.

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This page allows you to edit the triggers for the workflow to occur using the following fields:

  • Listen on create - when you set this the workflow is triggered when an item related to the design or interface for the workflow is created.
  • Listen on update - when you set this the workflow is triggered when an item related to the design or interface for the workflow is updated.
  • Listen on delete - when you set this the workflow is triggered when an item related to the design or interface for the workflow is deleted.
  • Design or interface - when you select this field a dialog appears allowing you to select the design or interface that will be used to trigger the workflow. This selection acts as the top level filter for the workflow, you can use additional filters to refine the scope of the workflow, see Relation Operator - Filter.
Note

If you change the design or interface previously used to trigger the workflow you may not be able to save and validate the workflow as subsequent actions may no longer function correctly.

  • Collections - when you select this field a dialog appears allowing you to select the collection that you want the workflow to work with. The list of collections shown is dependent on the previously selected design or interface see Understanding collections.

  • Attribute - this allows you to refine the Listen on update trigger by specifying one or more attributes. Only the attributes selected from a dialog will trigger the workflow when they are updated. The list of attributes that are available are dependent on the design or interface that you selected initially. By default all attributes are selected.

Note

If you change the attributes previously used to trigger the workflow you may not be able to save and validate the workflow as subsequent actions may no longer function correctly.

When you have completed all the necessary fields select Save.

Schedule workflow trigger

When you select a schedule root node and display the Trigger tab, the details of the schedule are displayed.

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This allows you to do one of the following:

  • Edit the settings within current schedule type, or
  • Change the schedule type, or
  • Change to an event trigger
Editing current schedule

To edit the current schedule select the button on the action bar. You can now edit the fields displayed in the Trigger tab.

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The fields you can edit depend on the schedule type that is configured.

Change the schedule type

You can change the schedule type for the workflow by selecting the more actions button from the action bar.

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This provides you with the options to change to one of the other two types of schedule types.

Change to an event trigger

You can also change the root node to an event trigger when you select the more actions button from the action bar. This change may invalidate the workflow so you should check that any following action nodes can support the change.