Edit The Name And Description For A Workflow

About this task

Renaming A Workflow

To edit the name and description of a workflow:


  1. Go to Automation > Workflows.
  2. Click either
    • On the name of a workflow to edit an existing workflow
    • Or Create New Workflow to create a new workflow.
  3. Click on the name of the workflow.
    If no name has been set, click the text New Workflow.
  4. In the Name text box, add a name for the workflow.
  5. In the Description text box, add a description for the workflow.
  6. Click Done.