Editing a Workflow Step

CRM Workflows support a variety of step actions that can be added and defined in the CRM Workflow Designer tab.

To edit a CRM Workflow step

Click Integrations on the Navigation bar. The Integrations list page is displayed.
Click CRM Workflow. The corresponding Integration detail page is displayed.
Click the Workflows tab.
Click the Workflow Name. The CRM Workflow Definition detail page is displayed. See Using the Workflow Definition Detail View.
Click the Workflow Designer tab.
Click the settings icon for the step you want to define or edit and follow the steps for the selected step action type:
- Approve. See Defining the Approve Workflow Step.
- Branch. See Defining the Branch Workflow Step.
- Business Rule. See Defining the Business Rule Workflow Step.
- Create Activity. See Defining the Create Activity Workflow Step.
- Create Entity. See Creating CRM Workflow Entity.
- Create History. See Defining the Create History Workflow Step.
- Send Email. See Defining the Send Email Workflow Step.
- Start Workflow. See Defining the Create Entity Workflow Step.
- Stop Workflow.
- Test Condition. See Defining the Test Condition Workflow Step.
- Update Entity. See Defining the Update Entity Workflow Step.
Click OK to close the step editor when finished.