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

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