Revising a process

If you want to modify a process after it is enabled and locked, you must create a revision of the process. A revision of the process is required because other records might be under the control of this process.

About this task

You also can create a revision of a process that is not yet activated or enabled. Creating a revision does not deactivate or disable an activated or enabled process record. However, when you activate a new process revision, the previous revision is deactivated.

Procedure

  1. In the Workflow Designer application, display the enabled process record.
  2. On the toolbar, click Create Process Revision.
  3. Make any necessary modifications to the process.
  4. Click Save Process.

What to do next

You must validate, enable, and activate a process revision before it can be used to process records.