Editing workflow templates

In the Results section, you can edit workflow templates by selecting the 3 dots icon and choosing the Edit option.

System templates cannot be edited or deleted!

If you are already viewing the workflow template (3 dots icon → View Workflow entry), you can click the EDIT button at the top-right corner to open the workflow in edit mode.

To edit a workflow template:

1. Update the template according to your needs. Refer to the Create your first workflow template section for detailed information on the fields and options available.
2. Save your template by clicking the icon on the toolbar.
3. Go back to the Results section by clicking on the breadcrumbs or the Back button of your browser. Be careful, unsaved progress will be lost if not previously saved.

4. Your template workflow will be listed in the Results section with a new revision number.