Editing Workflows

Environment

  • Evoq Content
  • Evoq Engage

 


 

Process

 

  1. Go to Persona Bar > Settings > Workflow.


    Screen_Shot_2019-10-17_at_3.36.33_PM.png

  2. In the list, hover over the workflow to edit then click the Edit (pencil) icon.

    Pencil icon to edit the workflow

  3. Manage the workflow states. 


    Workflow editing form

    • To add a state to the workflow, click the Add a State button then configure the workflow state.

    • To edit a custom state, click the state's Edit (pencil) icon in the Actions column then configure the workflow state.

    • To delete a custom state, click the state's Delete (X) icon in the Actions column.

    • To rearrange the order of the custom states, use the arrows in the Move column.

  4. Click Save


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