Can I edit a workflow once it has been published?
Yes - workflows can be modified once they've been published by following these steps.
-
Click Company > Settings > Workflow Editor
-
Click the three dots next to the workflow, and click Edit
-
You can make any desired changes from the Edit screen.
It is critical that you complete each step of the workflow wizard. If Activate is not clicked on the final step, the workflow will be placed into an inactive status and will not be available for your company to use.