Edit, Delete, or Disable a Workflow

Edit, Delete, or Disable a Workflow

These operations are performed in the workflow editor. For details on opening the editor, see section Work with Workflow Steps > Workflow Editor.

Edit a Workflow

You can edit the following parameters of the workflow:

• the workflow name

  You can modify the name in the left pane of the workflow editor.

• the workflow settings

  For details on workflow settings, see section Work with Workflow Settings.

  info

  The settings of a Managed Workflows linked to a site are not available for editing on the site level.

• the workflow comment

  For details, see section Workflow Incoming Conditions and Workflow Comment > Workflow Comment.

• the workflow incoming conditions

  For details, see section Workflow Incoming Conditions and Workflow Comment > Workflow Incoming Conditions.

• the scope, order and the parameters of the workflow steps

  For details, see the respective subsections in section Work with Workflow Steps.

  info

  The steps of a Managed Workflow linked to a site are not available for editing on the site level.

To edit a workflow:

1. Open the workflow in the editor

2. Apply the desired changes

3. Save the changes by clicking the Save button    or enable the auto-save option (see section Work with Workflow Settings > Enable the Auto-Save Option).

Delete a Workflow

Deleting a workflow cannot be undone.

Deleting a Managed Workflow from the Workflows page on which it was created is possible only after the workflow is unlinked from all sites.

To delete a workflow:

1. Сlick on the three dots icon more_vert in the upper-left corner of the workflow editor (see the figure below)

2. Select Delete

3. Enter the confirmation code and click Confirm Delete

info

The deletion of a linked Managed Workflow on the site level only unlinks the Managed Workflow from the site.

Disable a Workflow

You can disable a workflow instead of deleting it – for example, to keep it for future reference. A disabled workflow becomes inactive and cannot be assigned automatically to alarms that match its incoming conditions.

To disable a workflow, click on the three dots icon more_vert in the upper-left corner of the workflow editor and select Disable (see the figure below):

A disabled workflow remains in the list on the Workflows page, marked with strikethrough formatting.

info

Disabling a Managed Workflow disables this workflow on all sites to which it is linked.

Disabling a linked Managed Workflow on the site level doesn't affect the original Managed Workflow.