To edit an existing workflow template, follow these steps:
Go toAdministrative > Workflow > Templates
In the list of templates, click the 3 dots(⋮)of the template you want to modify. Then select "Edit".
You will access the workflow settings, where you can edit form fields, stages, notifications, dependencies, permissions, and approvers as needed.
Keep in mind that if a template already has associated requests in progress or completed, making changes to it can alter or interfere with those existing processes. To avoid unwanted impacts, we recommend duplicating the template, making the changes on the copy, and then deactivating the original.
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