Edit, clone, or delete a Workflow using the three dots menu next to each Workflow.
Note
If you don't see the menu, contact your admin to update your permissions or make changes to your Workflows.
Manage a Workflow
- Go to the Workflows page.
- Locate the Workflow you want to manage and select the
three dots next to it.
- In the menu, choose one of the following options:
- Edit - Make changes to the Workflow, then select Save.
- Clone - Create a copy of the Workflow, edit as needed, and select Save.
- Delete - Remove the Workflow by selecting Continue.