Change Workflows

Workflow templates can be enabled to generate an approval requirement to complete changes made to an existing workflow, including insertions and deletions. The approvals are based on changes to events, conditions, and responses, as well as to renaming and enabling the workflow and activating the authentication.

The templates work together and individually to generate the approvals. Often the way the template works depends on how the events are set up. For example, a condition of a Workflow Event can be a Workflow Step Argument or a Workflow Rule.

The following table describes the use of each template but is not limited to these descriptions due to possible event setups.

Workflow Template	Description
Workflow Header Modify Approval Workflow	Generates an approval request when the following changes are made in the workflow header: - Code field is changed. - Enabled toggle is turned off or on. - Require Authentication Process toggle is turned off or on.
Workflow Step Approval Workflows	Generates an approval request when an event or response is changed in the Workflow Steps FastTab. There are workflows for modifying, inserting, and deleting steps.
Workflow Step Argument Approval Workflows	Generates an approval request if an argument for a condition or response is changed for an event. - For conditions, the arguments are not always definitive so you can add, remove, or modify the arguments as needed. For example, you can open an event condition and make any changes necessary and essentially change the entire condition. - For responses, the arguments are typically fixed and the options within the arguments are changed. For example, in a response argument for an approval request, the argument will remain but the options for notifying the sender can be added, removed, or modified without affecting the response. There are workflows for modifying, inserting, and deleting step arguments.
Workflow Rule Approval Workflows	Generates an approval request when changes are made to event conditions that have a workflow rule. The condition can be a Workflow Step Argument or a Workflow Rule, or both. There are workflows for modifying and deleting rules.

Note

If Optional or Mandatory is entered in the Comments Requirement field in the Regulatory Affairs Setup page, then the Approval Entry Comment dialog box will open when requesting, cancelling, approving, rejecting, or delegating approval requests. Depending on the setting, a comment can or must be entered to complete the specific approval process.

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