How to edit a process

Overview

This article will explain how to edit a process – which means adding and removing steps from a process. In order to edit a process you will first need to have a process to edit. You can either create a new process or open an existing process. Next, you will need to have “modify” permissions on a process. If you are the creator of the process, you will automatically have this permission. If this is a process created by someone else, you may need to check with them to make sure you have been granted the appropriate permissions in the system.

Steps

  • Open the process you want to edit.
  • Turn on design mode for this process. This is a simple a quick thing to do – you can read about this here.
  • Choose from the table below as to which action you want to perform and refer to one of the two diagrams below:
      • Referring to diagram 1 below this table ( or click here to open the image in another window )
      • Right click in blank area of a step-group ( the point labelled “A” in the diagram )
      • Click on the context menu item “Add action step ” ( labelled “B” in the diagram )
      • This will create a new action step and take you to the data step editor. Read this article about how to work with the action step menu.
      • Referring to diagram 1 below this table ( or click here to open the image in another window )
      • Right click in blank area of a step-group ( the point labelled “A” in the diagram )
      • Click on the context menu item “Add data step” ( labelled “C” in the diagram )
      • This will create a new data step and take you to the data step editor. Read this article about how to create and work with data steps.
      • Referring to diagram 2 below this table( or click here to open the image in another window )
      • Right click on the step name, and a menu of options will appear
      • Click on the menu item “Delete this step” (labelled as “D” in the diagram)
      • This will remove the step from the process. You will be prompted to confirm that this is what you want to do.
      • Referring to diagram 2 below this table( or click here to open the image in another window )
      • Right click on the step name, and a menu of options will appear
      • Click on the menu item “Copy this step” (labelled as “E” in the diagram)
      • This will remove the step from the process. You will be prompted to confirm that this is what you want to do.
      • Referring to diagram 2 below this table( or click here to open the image in another window )
      • Right click on the step name, and a menu of options will appear
      • Click on the menu item “Rename this step” (labelled as “F” in the diagram)
      • This will remove the step from the process. You will be prompted to confirm that this is what you want to do.

Diagram 1

Diagram 2

Leave a Reply

Latest Tweets

Free eBook: 10 Tips for sourcing good data yucalc.com/2017/02/17/fre…

reply · retweet · favorite

Newsletter

By signing up, you agree to our Terms of Service and Privacy Policy.

Address

Suite 1506, Westfield Tower 2, 101 Grafton St Bondi Junction NSW 2022 Australia

View Larger Map

Contact Us

AUS: +61-2-9386-0202
UK: +44-20-8123-1251
Send us an email

ContactUs.com
WordPress Image Lightbox