View, Edit, and Delete Workflow

View, Edit, and Delete Workflow

To view/edit a Workflow:
1. From the Top Navigation Bar, click Settings >Workflow Automation

    • You can view all existing workflows on the Workflow List.



2. Click the Edit button across the workflow you would like to edit.


3. Edit the chosen field.


4. Click Submit to apply changes made.


Changing/Updating the approver, at any level, of a certain workflow will reset the approval trail of filed requests. Only the filed requests on PENDING status are affected, meaning, filed requests with approved status will not be reset.


To delete a Workflow:
1. From the Top Navigation Bar, click Settings >Workflow Automation.


2. Tick the checkbox across the workflow  that you would like to delete.

    • A workflow that is already assigned to an employee or with pending approval cannot be deleted.



3. Click More Actions > Delete.

    • A dialog box will appear to confirm the deletion.



4. Click Yes to remove the selected item from the list.


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