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Modify a Workflow Status Name or Color

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Who can use this feature?

Owner | Developer

Instructions

  1. Sign in to the HCMS

  2. Navigate to Settings and select Workflows in the secondary navigation: Settings tab in left navigation with Workflows selected in secondary navigation.

  3. Click the Edit (gear) icon next to the Workflow you wish to edit: Edit (Gear) icon next to workflow.

  4. To modify the name of a status, hover over the status and select the pencil icon that appears: Edit (pencil) icon next to name.

    1. Rename your status: Status name field.

    2. Select Save to save, or select the X icon if you do not want to save your changes: Workflow Save button.

  5. To change the color for your status, click on the circle to open a color picker and choose a color from the gradient or enter a color Hex value: Color picker pop-up window.

    Note: The color will update automatically.

  6. Scroll up and click the Save button: Save button under workflow name.