Edit a Batch Workflow Step

Once you add a step to a batch workflow, you can adjust its information and settings. For example, you can edit the step name, or select a different status to follow the step.

To edit a batch workflow step, from the Batch Entry page in Administration, click Batch workflows under Configuration. The Batch Workflows page appears. Click the name of a workflow to go to its record. From the batch workflow record, in the Step 2: Define the steps used to transition a batch from one status to another grid, click the double arrows next to a step to expand its row. On the action bar, click Edit.

 

 

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