Click Save & Close to save the current step and return to the Workflow Management page, click Close to return to the Workflow Management page without saving the current step, or click Delete to delete the current step from the workflow. If a screen is removed from the workflow, any override rules associated with that screen are deleted automatically. To edit or delete a screen in a Tabs workflow, click the link in the Name column to view the screen. Make any necessary changes. Save to save the screen, click Save & New to save the screen and clear the form to add another screen, click Save & Close to save the screen and close the window, click Delete to remove the screen from the workflow, click Previous or Next to navigate between screens, or click Close to close the window without saving the screen. To edit a screen override rule, click a link in the Screen column to view the specific rule for that screen (more than one rule may exist per screen). The Screen Behavior Override window opens with the details of the rule. All settings may be edited, except for the Hidden checkbox and the Screen selection. Click to save the current rule and return to the page, click to return to the Save & Close Workflow Management Close Workflow Management page without saving the rule, or click Delete to delete the rule. To edit or delete an Integration Configuration, click a link in the Integration Configuration column. The Integration Configuration Settings window opens. Make any necessary changes and Save & Close to save the configuration and close the window, click Close to close the window without saving the configuration, or click Delete to delete the configuration from the workflow. When back on the page, click Save to save any changes and remain on the page, click Save & Close to Workflow Management save and return to the workflows list, or click Close to return to the workflows list without saving any changes. Publishing a Workflow While a workflow is being created or edited, changes are not available to users immediately. To ensure that changes are implemented all at once, the workflow must be published. This replaces the existing workflow with the updated one. Tab workflows do not need to be published. When the core workflow is published, all associated tab workflows will be included.
Click Save & Close to save the current step and return to the Workflow Management page, click Close to return to the Workflow Management page without saving the current step, or click Delete to delete the current step from the workflow. If a screen is removed from the workflow, any override rules associated with that screen are deleted automatically. To edit or delete a screen in a Tabs workflow, click the link in the Name column to view the screen. Make any necessary changes. Save to save the screen, click Save & New to save the screen and clear the form to add another screen, click Save & Close to save the screen and close the window, click Delete to remove the screen from the workflow, click Previous or Next to navigate between screens, or click Close to close the window without saving the screen. To edit a screen override rule, click a link in the Screen column to view the specific rule for that screen (more than one rule may exist per screen). The Screen Behavior Override window opens with the details of the rule. All settings may be edited, except for the Hidden checkbox and the Screen selection. Click Save & Close to save the current rule and return to the Workflow Management page, click Close to return to the Workflow Management page without saving the rule, or click Delete to delete the rule. To edit or delete an Integration Configuration, click a link in the Integration Configuration column. The Integration Configuration Settings window opens. Make any necessary changes and Save & Close to save the configuration and close the window, click Close to close the window without saving the configuration, or click Delete to delete the configuration from the workflow. When back on the Workflow Management page, click Save to save any changes and remain on the page, click Save & Close to save and return to the workflows list, or click Close to return to the workflows list without saving any changes. Publishing a Workflow While a workflow is being created or edited, changes are not available to users immediately. To ensure that changes are implemented all at once, the workflow must be published. This replaces the existing workflow with the updated one. Tab workflows do not need to be published. When the core workflow is published, all associated tab workflows will be included.