Customizing a delivered workflow flow

Delivered and pre-defined workflow flows provided out of the box with Infor Workforce Management are read-only to ensure that your configurations are preserved during system upgrades. You cannot modify, save, or delete a delivered workflow flow directly.

To customize a delivered workflow flow, create a copy of the flow and make your modifications to the copied version.

In Form Studio, delivered workflow flows display a read-only indicator, and the Save and Delete buttons are disabled.

  1. Navigate to Maintenance > System Administration > Toolkit > Form Studio > Workflow Flow.
  2. Select the delivered workflow flow that you want to customize.
  3. Click Copy to create a new, editable copy of the workflow flow.
  4. Modify the flow settings, steps, actions, and properties as required.
  5. Click Save.
  6. Update any associated workflow forms or navigation links to reference the new custom workflow flow.
    See Creating a custom workflow flow for more information.