Edit workflows

Step by step

  1. Open the "Workflows" navigation item.

  2. Click the Edit button for the workflow you want to edit:

  3. What do I need for a workflow to work?

    Your workflow must contain at least these nodes:

    You can optionally add more elements:

    You are free to combine your workflow elements - but your overall workflow must remain logical and sensible.

    Just give it a try: Create a workflow to your liking and check the Tips & troubleshooting panel if you have any doubts. There you will get hints on how to improve your workflow.

  4. Move or delete elements

    Move: Move workflow elements by dragging and dropping them to one of the turquoise connection points in your workflow.

    Delete: Select a workflow element and delete it by clicking the icon.

    When moving or deleting elements, a dialog will appear that asks you what it is you want to move (or delete):

    • The current node

      or:

    • The current branch

  5. Do I need to save my changes? your changes!

    No, you do not need to save your changes. All changes will be automatically saved for you.

  • You have edited your workflow.

Next steps