Edit Workflow Action

The Edit Workflow Action feature allows users to modify the configuration of an existing workflow step. This is useful for refining the details of the action or updating its parameters as the workflow evolves.

Steps to Edit a Workflow Action/Step

1. Locate the Step to Edit

   • Identify the workflow action/step to edit in the Workflow Builder workspace.

2. Access the Edit Mode

   • Click on the Edit icon on the right side of the header section of the step component.

     
3. Open the Configuration Drawer

   • The system will open the configuration drawer for the selected action. This drawer allows you to modify the details of the workflow action.

4. Review and Update Configuration

   • Name

     • The name of the workflow action will be displayed but cannot be edited.

   • Configuration Fields

     • Modify the relevant fields as needed.

     • Some fields may be disabled if the output of this workflow action is used in a subsequent workflow action. This ensures data consistency and prevents conflicts.

5. Save Changes

   • After making the necessary updates, click the Update button to apply the changes.

     

• Editing a step is essential for adapting workflows to new requirements or correcting configuration issues.

• Some fields may be restricted from modification based on their usage in subsequent actions, ensuring the integrity of the workflow execution.