How do I edit a workflow?

Last updated: March 12, 2026

Edit Workflow

Users with "Workflows: All Access" or "Workflows: Create" permission will be able to create workflows.

Creators will be able to edit and delete workflows they create.

Users with "Workflows: All Access" permission will be able to edit and delete all workflows. Users with "Workflows: Edit" permission will be able to edit all workflows or edit workflows that users they manage created depending on the level of access.

  1. Open the left navigation and click Workflows. 

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  1. Click the ellipses icon and Edit on the workflow you wish to edit.

Alternatively, click on the workflow's name and then Edit.

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  1. After clicking edit, you will be navigated into the workflow form to make the desired edits.

 

  1. After making desired edits, click the Update Workflows button to save your changes.

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