Rename a workflow

You can change a workflow component's display name in the Components browser if necessary. You can rename a component using the Options menu or the right-click option.

Required permissions

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

  • A Seat Type of Standard. If the user has a Seat Type of ReviewOnly or Support, they cannot be given permissions to start a workflow. Administrators can see a user's seat type in the Security module on the User Management tab. Refer to the topic: Things you do on the User Management tab.
  • 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.

To work with Review workflows, you also need:

  • Create, read, update, and delete permissions to the Reviews module.

Tips and tricks

  • Renaming a component in the Component's browser DOES change:
    • The name displayed when searching, sorting the grid, adding a component to a project, sending a component to translation, and in the Deleted Items folder.
    • The location of the component in the hierarchy when sorted by Name.
  • Renaming a component in the Component's browser does NOT change:
    • The file name, which includes a GUID and file extension. For example: Classified_catalogs_5d515c7d-2f8d-4b81-b19d-c5e611692c39.XML
    • The component's topic Title. For example: Classified catalogs of books on art

Rename a workflow using the Options menu

  1. Click Components.
  2. In the Folders pane, select the Workflow folder.
  3. In the Components grid, click the workflow's Options menu, select Actions, and then select Rename.
  4. In the Name text box, do one of the following:
    • Delete the old name and enter a new one. Press Enter.
    • Edit the existing name. Press Enter.
    Inspire refreshes the component hierarchy.
    • The renamed component is highlighted.
    • The renamed component displays in the correct place in the alphabetized hierarchy according to its name when sorted by the Name column.
    • If you look in the component's Details, and select the History tab, you see a new entry for the name changes.
      • Look in the Action column to see Update
      • Look in the Type column to see Rename as the process type

      • Look in the User column to see your name.

      • The Last Updated By column won't change to your name because you didn't update the content.

Rename a workflow using the right-click menu

  1. Click Components.
  2. In the Folders pane, select the Workflow folder.
  3. In the Components grid, right-click the workflow, select Actions, and then select Rename.
  4. In the Name text box, do one of the following:
    • Delete the old name and enter a new one. Press Enter.
    • Edit the existing name. Press Enter.
    Inspire refreshes the component hierarchy.
    • The renamed component is highlighted.
    • The renamed component displays in the correct place in the alphabetized hierarchy according to its name when sorted by the Name column.
    • If you look in the component's Details, and select the History tab, you see a new entry for the name changes.
      • Look in the Action column to see Update
      • Look in the Type column to see Rename as the process type

      • Look in the User column to see your name.

      • The Last Updated By column won't change to your name because you didn't update the content.