Renaming a template

Renaming a Template

To rename or change deadline types on an existing workflow, select  the workflow, right click and select Edit.  An Edit workflow window appears:

On the Edit workflow dialog, the following fields can be modified:

• the Name of the workflow template
• the Deadline Date Type by selecting either Calendar Date or Offset Date
• the Deadline Date Rule by selecting a calendar date or a Date Rule (if Offset Date is the Deadline Date Type)
• the Starting Rule by selecting another Starting Rule or removing the existing one

Click OK to save changes or Cancel to discard.  Click Refresh to view the modifications.