Changing a Workflow
The Workflow/Phase Summary component displays all of the information currently associated with the workflow and allows you to maintain the list of phases contained in the workflow. To access the Workflow/Phase Summary from the Workflow Overview component, select Open from the Actions menu on the workflow row.
The upper part of the component allows you to view or change the following information:
The lower part of the component contains a list of the phases associated with the workflow. Each row represents one phase and displays a an Action button and current values for these fields:
To maintain a phase, click in any field and add, change, or delete information as required.
For information about rules, see Workflow Phase Rules.
To add a new phase to the workflow, click the New button. The system adds a new row at the bottom of the list. All fields in the new row are blank. To create a new phase, you must enter information in all fields that display a red asterisk. Record information in other fields as needed.
To delete a workflow phase, select Delete from the Actions menu on the phase's row.
When you are finished making changes, click the Save button to apply your changes to the system. The system displays a message to confirm that your changes were saved in the database.
