View, update, clone, and change lifecycles of workflows.
On the Explore page, you can select workflows in the Draft lifecycle and publish them. If you want to create a workflow that is similar to an existing one, you can clone an existing workflow and modify the name and other details.
If you don't want to use existing workflows, select the draft or published workflows and change the lifecycle to Obsolete. You can't perform actions on obsolete workflows.
You can view the workflow events that are dependent on a workflow. If you want to change the lifecycle of a published workflow with dependent workflow events to obsolete, first disable all the dependent workflow events, and then change the workflows to obsolete.
Editing a workflow
You can edit an existing workflow in the Draft or Published lifecycle.
1In Metadata Command Center, go to the Explore page.
2To open the list of workflows on the Workflows page, select Workflows from the menu.
3Select the workflow that you want to modify and click Edit from the Action menu.
4Edit the workflow.
5To save the workflow as a draft, click Save.
6To check if the workflow has errors, click the Validations icon in the toolbar.
7To publish the workflow, click Publish.
The Disable Events and Publish Workflow dialog box appears with a list of workflow events that are associated with the workflow.
8To disable the workflow events and publish the workflow, click Disable and Publish.
After you publish the workflow, you need to enable each workflow event individually. For more information about enabling a workflow event, see Enabling or disabling a workflow event.
Cloning a workflow
If you want to create a workflow that is similar to an existing one, you can clone an existing workflow and modify the name and other details. You can clone workflows of any lifecycle.
1In Metadata Command Center, go to the Explore page.
2To open the list of workflows on the Workflows page, select Workflows from the menu.
3Select the workflow you want to clone and click Copy from the Action menu.
The Workflow Details page of the cloned workflow appears in edit mode.
Note: By default, the cloned workflow has the same name with “copy” as the suffix. You can change the name if needed.
4Update the workflow as per your business requirement.
5To save the workflow as a draft, click Save.
6To check if there are errors, click the Validations icon in the toolbar.
7To publish the workflow, click Publish. You can configure workflow events only on published workflows.
Viewing dependent events of a workflow
You can view the workflow events that are dependent on workflows.
1In Metadata Command Center, go to the Explore page.
2To open the list of workflows on the Workflows page, select Workflows from the menu.
3Select the workflow for which you want to view the dependent events and click Show Dependencies from the Action menu.
The Workflow Events dialog box appears with the list of dependent events.
4To open the workflow event, click the workflow event name.
Changing a workflow lifecycle to obsolete
Change the lifecycle of workflows that you don't need to obsolete. You can't perform any actions on obsolete workflows. You can change both draft and published workflows to obsolete. You can't change a published workflow that is currently used in a workflow event to obsolete. You must first disable all the dependent workflow events, and then change the published workflow to obsolete.
1In Metadata Command Center, go to the Explore page.
2To open the list of workflows on the Workflows page, select Workflows from the menu.
3Select the workflows and click Change to Obsolete from the Action menu.
You can select workflows in different states and change them to obsolete.
4Confirm that you want to change the lifecycle of the workflow to obsolete.
