Updating a workflow template helps your team stay aligned with current practices without starting over. You can revise task details, add or remove fields, and adjust default follower group settings for newly created cases.
📝Edit an Existing Workflow
Step 1: Access the Workflow Builder
From the Workflow Builder, click Modify Workflow
Select the name of the existing workflow
Click Modify Template
Step 2: Edit Workflow Components
You can update the following components:
Tasks: Rename, reorder, or remove tasks.
Fields: Add new fields, adjust labels, or remove outdated ones.
Default Follower Groups: Modify access settings for newly created cases.
Field Mapping: Make changes to Donor PDF or Analytics mapping.
💡 Tip: Changes to a workflow template only apply to new cases created after the update. Existing cases will retain their original structure.