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    Edit Workflow or Approval Process Details

    On the workflow details page, the following information is available:

    • Under the Basics tab, you will find the following information:

      • The workflow name and workflow description.

      • The creator and the tenant name.

      • The modified time and the status.

      For a draft or inactive workflow, you can hover your mouse over the Workflow name or Description fields and click the pencil button next to edit them.

    • Under the Workflow diagram tab, the workflow diagram is displayed.

      For a draft or inactive workflow, you can click the Edit (pencil) button to edit the workflow triggers, conditions, and actions. For detailed instructions, refer to Create a Workflow.

    • Under the History tab, the activity time and status of the workflow are listed. For any activity with the Completed, Failed, or Exception status, you can click the status to view the activity details of each step in the workflow.

    • Under the Audit logs tab, all actions performed to the current workflow within Elements are listed in the table. You can click Refresh to view the latest records.

    On the approval process details page, the following information is available:

    • Under the Basics tab, you will find the following information:

      • The approval process name and description.

      • The creator.

      • The modified time and the status.

      For a draft or inactive approval process, you can hover your mouse over the Approval process name or Description fields and click the pencil button next to edit them.

    • Under the Approval process diagram tab, the approval process diagram is displayed.

      For a draft or inactive approval process, you can click the Edit (pencil) button to edit the configuration. For detailed instructions, refer to Create an Approval Process.

    • Under the Audit logs tab, all actions performed to the current approval process within Elements are listed in the table. You can click Refresh to view the latest records.