Edit an approval workflow

You can make changes to an approval workflow's stages before and after publishing the workflow. You can edit any part of the workflow while it is in draft. After publishing (and when there are active applications) you will only be able to add/remove approvers to a level and edit notifications.

To make changes to a workflow, follow these steps:

Go to the workflow dashboard via Quick-access menu > Approval workflows > Manage workflows.
Select the workflow you wish to edit.
Click the icon of three dots () in the top-right corner.

Here you have a number of options, depending on the changes you wish to make:

Edit workflow details: Change the name, description or workflow ID
Clone, archive or delete: These actions depend on the workflow status, please see the table below
Assign roles: Allows you to assign users to roles within the context of the workflow
Upload approver overrides: Bulk management of approvers for workflows with many assignments

Overall progress status	Available actions	Notes
Draft	Clone or delete	-
Published	Clone, archive or delete	When deleting a published workflow you will be warned that any active applications and assignment overrides will be deleted.
Archived	Clone or delete	You can unarchive an archived workflow from the dashboard.

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