Changes to Workflow Header

As described above, approvals can be generated for modifying header information on a workflow, including changing the Code field or turning off/on the Enabled or Require Authentication Process toggles.

To enable or disable a workflow

The general process for enabling or disabling a workflow with an approval workflow is:

  1. Create the Workflow Header Modify Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the existing workflow template that requires a modification to the header.
  6. If enabled, turn off the Enabled toggle. If not enabled, turn on the Enabled toggle.
    Enter a comment if necessary and then a message opens stating that the Workflow header change was sent for approval.
  7. If notifications are set up, the approval user(s) receives notification of the approval request.
  8. Approval users approve the request, with or without password depending on authentication requirements, by opening the Approval Entries Log page (using Request Approval > Approval Entries on the action bar) or the Requests to Approve page (using Tell Me).
  9. If you need to enable the workflow after making changes, a new approval request will be sent once you turn the Enabled toggle back on.

To change authentication requirements on a workflow

The general process for changing the authentication requirements in a workflow with an approval workflow is:

  1. Create the Workflow Header Modify Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the existing workflow template that requires a modification to the header.
  6. If enabled, turn off the Enabled toggle.
    A message opens stating that the Workflow header change was sent for approval.
    Note

    The request must be approved before other changes can be made to the workflow.

  7. Turn on or turn off the Require Authentication Process toggle.
    Enter a comment if necessary and then a message opens stating that the Workflow header change was sent for approval.
  8. If notifications are set up, the approval user(s) receives notification of the approval request(s).
  9. Approval users approve the request(s), with or without password depending on authentication requirements, by opening the Approval Entries Log page (using Request Approval > Approval Entries on the action bar) or the Requests to Approve page (using Tell Me).
  10. If you need to enable the workflow after making changes, a new approval request will be sent once you turn the Enabled toggle back on.

To change the Code field in a workflow

The general process for changing the Code field in a workflow with an approval workflow is:

  1. Create the Workflow Header Modify Approval Workflow workflow from the template.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflow.
  5. Open the existing workflow template that requires a modification to the header.
  6. If enabled, turn off the Enabled toggle.
    Enter a comment if necessary and then a message opens stating that the Workflow header change was sent for approval.
    Note

    The request must be approved before other changes can be made to the workflow.

  7. In the Code field, make changes as needed and then leave the field.
  8. A message opens asking if you want to continue with updating related records. Choose the Yes button to continue with the change.
    Enter a comment if necessary and then a message opens stating that the Workflow header change was sent for approval.
  9. If notifications are set up, the approval user(s) receives notification of the approval request(s).
  10. Approval users approve the request(s), with or without password depending on authentication requirements, by opening the Approval Entries Log page (using Request Approval > Approval Entries on the action bar) or the Requests to Approve page (using Tell Me).
  11. If you need to enable the workflow after making changes, a new approval request will be sent once you turn the Enabled toggle back on.

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