Editing or Deleting Workflow Templates

Editing or Deleting Workflow Templates

To edit or delete an existing Workflow Template, locate it in Workflow Setup Grid. Click the row for the Workflow Template you want to edit.

This will open the Workflow Template and display all of its Actions.


Editing

From here any data may be modified in the same manner as when Creating a Workflow Template When you are finished, be sure to click Save Template.

Deleting

Before deleting a Workflow Template, consider setting the status to Decommissioned instead. This will remove the Template from active use, but leave it in the system should you have a need to revisit it down the road or refert to it for historical purposes.


To delete the template entirely, click Delete Template. This cannot be undone.


    • Related Articles

    • Workflow Templates Overview

      Workflow Templates drive every Action in Junxure. Whenever you go to add an Action to a Record, the list of Actions that you choose from is actually a list of every active Workflow Template in your database. Some of these are single-step, some are ...
    • Printing Workflow Templates

      Workflow Templates may be generated into a printer-friendly structure for printing or export to Adobe pdf, Microsoft Word doc, or Microsoft Excel xls. It is possible to print a selection of Workflow Templates all at once or just a select Action Card ...
    • Branching Workflow Templates

      When taking a process in your firm and building it into a Workflow Template, you may find yourself confronted with a branching path. If this situation then do this, but otherwise do this other thing. Workflow Templates, on the other hand, are ...
    • Creating Workflow Templates

      Before You Begin Before attempting to create Workflow Templates for your firm, be sure to have a solid understanding of the following: Actions Workflow Workflow Templates Planning and Implementing The process of creating an effective Workflow ...
    • Workflow Templates with Multiple First Steps

      All Workflow in Junxure must have one and only one initial Parent Action. However, you may have a process for your firm that begins with multiple initial steps. To build a Workflow Template that accopmlishes this goal: Begin Creating a Workflow ...