Editing branches

You can change the name of a branch and the description of the branch.

Procedure

To edit branches in the Workflow automation, complete the following steps:

  1. Select the Workflow automation or Toolkits tab.
  2. Select the project that the branch you want to edit resides in.
  3. Select the branch that you want.
  4. Click the menu of the branch and select Details.
  5. In the Details window, edit the branch name and the description. If you are editing a branch for a case project, you can also change the project area. Click Save.
    Note: You can't edit the branch acronym. In addition, you can have only one branch in each project area and an error appears when no project areas are available. To learn more about creating new project areas, see Setting up project areas External link opens a new window or tab.