Learn how to modify an existing workflow for an agenda.
Who can use this feature?
System Administrator | Owner
Instructions
Navigate to Modules and on the Content tab, select Agenda Center:
Select the category that contains the workflow you want to modify:
Select the Workflows tab:
Click Actions next to the desired workflow:
Select Modify:
Edit the options, as needed:
Name: Update the name of the approval workflow
Approval List Section: Displays the users and groups included in the approval workflow
Person or Group Name Column: Displays the user or group assigned to the approval workflow
Rules and Alerts Column: Update reminder rules and email notifications for the selected user or group
Days After No Action Box: Update the number of days to wait before sending a reminder email
Send Email To Box: Update the email address that will receive the reminder notification
X (Remove) Button: Select the X next to a user, group, or reminder rule to remove it from the approval workflow
Add Rule Button: Add a reminder rule for the selected user or group
Add User or Group Button: Add a user or group to the approval workflow
Click the Save Changes button:
