Update a topic workflow

Users with permissions can easily update workflow due dates after the workflow starts.

Required permissions

To create, view, update, and delete workflows you must either be an Administrator, the project Owner, or have the following permissions:

Create, read, update, and delete permissions to the Projects module.
For the Projects module, your user account must be listed under the following Property: can_initiate_assignment.
- If you are an administrator, refer to Allow users to create project assignments and workflows.

Tips and tricks

You can only update the following details of an active topic workflow:
- Workflow Name
  Important notes:
  - Renaming a workflow does not cancel, restart, or otherwise interrupt the workflow.
  - Existing task progress, task history, and workflow state remain unchanged when the workflow name is updated.
- Due By
You cannot update the following details of a topic workflow:
- Workflow Owner
  To change this detail, you must cancel the entire workflow and re-create it.
The steps to update a review workflow are different. Follow the steps in: Update a review workflow.

To update a topic workflow:

Open the project where you want to update a workflow for an assignment. If you don't already have a project open:
1. Click Projects.
2. On the Project Management tab, find the project you want to update.
3. Right-click the project row and select Open.
In the Workflow pane, select the workflow you want to update, select the Options menu, and then select Update.
On the Project Workflow screen:
You cannot update the Workflow Owner.
1. In Workflow Name, edit the existing text.
2. In Due By, either enter a date or click the Date picker and select a date.
3. Optionally, to set a time, select the checkbox, then select a time from the dropdown list.
Click Update.
Results: Changes are saved successfully and are reflected consistently throughout the application wherever the Workflow Name and Due by date are displayed.
Already existing history records will not be updated and will show the workflow name before the update.