Modifying a delivered and pre-defined Workflow Action

Delivered actions (pre-built and pre-defined) in WFM are not completely editable. Only details under Workflow Action Properties can be changed. If you attempt to save other information for a delivered action, you will receive a system error.

To modify a delivered workflow action:

  1. Navigate to Maintenance > System Administration > Toolkit > Form Studio > Workflow Action.
  2. The pre-defined and delivered actions within the WFM system are listed here.
  3. Enter a search term and use the Find button to search for an action.
  4. Click Edit to view a delivered action.
  5. For pre-defined actions in WFM, you can only change the properties under Workflow Action Properties.
  6. If you have modified any of the properties, click Save to save your changes.