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High Compliance Environment Help Center

Activate a workflow template

You need to activate a draft workflow template before it can be used to create workflows.

Tip!

Once you've activated a Workflow Template you can no longer add steps to it, or remove steps from it. You can edit its steps, though.

Before you start editing workflow templates, check with your Org Admin that you have permission to do so.

  1. Choose your project from the Project Selector at the top of the page.
  1. Click Workflows.
  2. Under Search, click Templates.
  1. Click the Drafts tab.
  2. Enter your search criteria and click the Search button.
  1. Click on the name of the template to open it.
  1. Click the Activate button.

The workflow is active once a confirmation has displayed, saying Template activated successfully.