Edit workflow

In eTMF, a workflow outlines the proper way of handling the files and folders. In some cases, you might need to update your previously created workflow.

For instance, you can seriously modify the workflow schema by adding/removing the nodes or making smaller updates, like changing the assignee of the email notification or the user whose signature is required.

Important

To utilize the workflow management functionality, you must have the Workflow Setting > Write permission granted to your user role via the ADMIN application.

Figure 1. Configuring workflow setting permissions via ADMIN

To edit a workflow

In the eTMF application header, select the ADMIN tab.
In the left pane, select the Workflow Setting subtab.

Figure 2. Accessing workflow setting
In the Workflow List table that appears, go to the workflow that you need to edit. Then from the Actions column next to it, select Edit .

Figure 3. Selecting to edit workflow
On the page that opens, perform the needed updates to your workflow schema or its nodes as explained in the Create new workflow section.

Figure 4. Updating workflow
After all the updates are made, select Save and in the Workflow dialog that appears, in the Workflow Name field, update the workflow name if needed.

Figure 5. Entering workflow name
Select to save the changes.

Upon saving, the changes are implemented and the workflow logic is updated for all the associated folders. From now on, the files uploaded to the associated folders will inherit the new workflow logic. Nevertheless, the files that have been already in the folder(s) retain their previous workflow logic.

In this section:

Edit workflow

Important

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