Editing or Deleting Workflows

If you would like to edit the properties of a workflow, first find the workflow using the search function in the Workflows section and click on the name of the workflow in the corresponding list entry to switch to the view page of the workflow. Click on the Edit button. The Content Management Server displays the Configuration Management – Workflows – Edit form:

Here you can make changes to the workflow properties. The form contains the same data and options as the form for creating a new workflow. The name of the workflow cannot however be changed. Please look up the meaning of the input elements in the sections General Preferences, Edit Steps, and Verification Steps under Defining Workflows.

Click on OK to accept the changes to the workflow properties. The Content Management Server then displays the view page of the workflow.

If you have changed a workflow, the changes will first become effective when a new draft version is created. This is always the case when a new file is created, a released content is edited, or a committed content is rejected.

If you would like to delete a workflow, locate it in the Workflows section using the search function. Click then on the delete button to the right of the corresponding list entry or the name of the workflow to switch to its view page, and click on the Delete button there. The delete procedure has to be confirmed in a safety query:

The workflow is permanently deleted when you click on OK.

The Content Manager does not however allow you to delete a workflow still used in a file format. In this case, assign a different workflow to the corresponding file format and then delete the workflow as described above.