Edit a workflow

You can edit the activities and transitions of a workflow:

  1. Click Workflows in the toolbar.
  2. Select a workflow folder in the tool menu.
  3. Select a workflow in the content pane.
  4. Click the ellipsis button at the top of the content pane.

    A context menu pops up.

  5. Click Edit.

    The Edit window appears.

  6. Click on the magnifying glass in the preview pane.

    The Bricsys 24/7 Workflow Viewer opens.

  7. Edit the workflow.
  8. Click Save .

    A pop up window informs you that the workflow is edited.

  9. Close the Bricsys 24/7 Workflow Viewer.
Note: As an alternative, you can click on the file name of a workflow in the content pane to open the Bricsys 24/7 Workflow Viewer and edit the workflow.
Important: Workflows can only be edited if they have never been used before. This means that when a workflow has been used or is being used at the moment, the workflow cannot be edited.

The only way to edit a workflow is by removing documents where the workflow is attached to. Once the workflow has been removed, you will see in the DETAILS panel for that workflow that it is not used anymore.