Changes to Workflow Step Arguments

As described above, approvals can be generated for changes to workflow step arguments (conditions and response options).

To modify and insert conditions and response options

The Workflow Step Argument Modify Approval Workflow and Workflow Step Argument Insert Approval Workflow workflows control the approval requests for modifying and inserting conditions and response options.

The general process for approving a modification to or insertion of a condition or response option in a workflow template with an approval workflow is:

  1. Create the Workflow Step Argument Modify Approval Workflow and Workflow Step Argument Insert Approval Workflow workflows from the templates.
  2. Assign the approval user or group of users.
  3. Set the additional authentication if required.
  4. Enable the workflows.
  5. Open the existing workflow template that requires a condition or response detail modification or insertion.
  6. Turn off the Enabled toggle.
  7. Make a change to a condition or response option, or add a condition to an event or an option to a response.
    Enter a comment if necessary and then a message opens stating that the new Workflow Step Argument was sent for approval.
  8. If notifications are set up, the approval user(s) receives notification of the approval request.
  9. Additional changes can be made to other conditions and new approval requests will be sent, but no changes can be made to ones that have been sent for approval.
  10. 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).

Changes to the workflow template are instantaneous; refresh the page (F5) as needed.

To delete conditions

The Workflow Step Argument Delete Approval Workflow workflow controls the approval requests for deleting conditions. The conditions are deleted using the Request Approval > Delete... actions on the Workflow Steps FastTab. Since a condition in an event can be a step rule, a step argument, or both, there are three options for deleting the condition:

  • Delete Event Condition - deletes both the step rule and step argument.
  • Delete Workflow Rule - deletes the step rule only.
  • Delete Workflow Step Argument - deletes the step argument only.

The general process for approving the deletion to a step argument in a workflow template with an approval workflow is:

  1. Create the Workflow Step Argument Delete 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 deletion.
  6. Turn off the Enabled toggle.
  7. Depending on the type of condition (step rule, step argument, or both), choose the appropriate action on the Request Approval menu in the Workflow Steps FastTab:
    • Delete Event Condition - deletes both the step rule and step argument.
    • Delete Workflow Rule - deletes the step rule only.
    • Delete Workflow Step Argument - deletes the step argument only.
  8. Enter a comment if necessary and then a message opens stating that an approval request has been sent.
  9. If notifications are set up, the approval user(s) receives notification of the approval request.
  10. Additional changes can be made to other workflow steps and new approval requests will be sent.
  11. 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).

Feedback

Submit feedback for this page .