Changes to Workflow Steps

As described above, approvals can be generated for changes to workflow steps (events and responses).

To modify and insert events and responses

The Workflow Step Changes Approval Workflow and Workflow Step Insert Approval Workflow workflows control the approval requests for modifying and inserting events and responses.

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

1. Create the Workflow Step Changes Approval Workflow and Workflow Step 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 an event or response modification or insertion.
6. Turn off the Enabled toggle.
7. Make a change to an event or response, or insert an event or response.
   Enter a comment if necessary and then a message opens stating that an approval request has been sent.
8. If notifications are set up, the approval user(s) receives notification of the approval request.
9. Additional changes can be made to other events or responses 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, from the following:
    • For events, open the Approval Entries Log page (using Request Approval > Approval Entries on the action bar) or the Requests to Approve page (using Tell Me).
    • For responses, select the response in the Workflow Responses FactBox and then choose the drop-down arrow to access the approval options. Responses can also be approved using the same methods for events or by choosing Approval Entries in the Workflow Responses FactBox.

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

To delete events and responses

The Workflow Step Delete Approval Workflow workflow controls the approval requests for deleting events and responses. Deletion of responses are handled in the Workflow Responses FactBox.

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

1. Create the Workflow Step 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. For events:
   1. Select the step with the event to delete.
   2. On the Workflow Steps FastTab, choose Request Approval > Delete Line.
      Enter a comment if necessary and then a message opens stating that a request to delete a Workflow Step was sent for approval.
8. For responses:
   1. Select the step with a response to deleted.
   2. Choose the response in the Workflow Responses FastTab.
   3. Choose the drop-down arrow on the Workflow Responses FactBox name.
   4. Choose the Delete Line action.
      Enter a comment if necessary and then a message opens stating that a request to delete a Workflow Step was sent for approval.
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, from the following:
    • For events, open the Approval Entries Log page (using Request Approval > Approval Entries on the action bar) or the Requests to Approve page (using Tell Me).
    • For responses, select the response in the Workflow Responses FactBox and then choose the drop-down arrow to access the approval options. Responses can also be approved using the same methods for events or by choosing Approval Entries in the Workflow Responses FactBox.

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