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How to edit a Workflow?

  • Updated

To update a workflow:

  1. Open up the Spend Management menu
  2. Select the Custom workflows option within the menu
  3. Select the workflow from the list you want to edit
  4. Make the necessary changes to the workflow
  5. Click Update to save the changes
  6. A confirmation pop up will appear informing you that “This workflow will be updated. Any affected actions will be cancelled or reverted to previous behaviour.” Click Update.

 

Please note:

  • If you edit a workflow while a request is pending it will either be cancelled or revert to the old behaviour:
    • Reimbursement - If there is a reimbursement pending approval due to a workflow rule and the workflow rule that triggered the approval is edited, the reimbursement will need to be re-coded and will need to go through the budget rule approval process.
    • Bill - If there is a bill pending approval due to a workflow rule and the workflow rule that triggered the approval is edited, the bill will need to be re-coded and will need to go through the budget rule approval process
    • Budget top-up - If there is a budget pending approval due to a workflow rule and the workflow rule that triggered the approval is edited, the budget top-up request will be cancelled. The requestor will be notified by email that their request has been cancelled and will need to resubmit the budget top-up.