Edit Your Workflow

From the K2 Application page, you can edit or update an existing workflow as follows:

  • Select the workflow from the item list and click the Edit toolbar icon
  • Right-click the workflow and select the Edit function from the menu

Toolbar Icons - Workflow

When you select a workflow from the K2 Application page, click the following tool bar icons to interact with the workflow:

  • Edit - Click to open the selected workflow in the Workflow Designer.
  • Delete - Click to remove the selected workflow. You can delete the workflow from only the Application, only the Server, or both. Additionally, you can delete all versions of the workflow, any running instances (workflow items that have not completed yet), and any historical data logged around the workflow. See How to: clean your environment by deleting application artifacts for more information about deleting application artifacts.
Deleting the versions, running instances, and historical log data will affect your reporting as it removes the data returned in the workflow reports.

Workflow Shortcut Menu

Right-click a workflow on the K2 Application page to view its shortcut menu.

  • Edit - Select to open the selected workflow in the Workflow Designer
  • Delete - Select to remove the selected workflow from only the Application, only the Server, or both. Additionally, you can delete all versions of the workflow, any running instances of workflow items that have not completed yet, and any historical data logged around the workflow
Deleting the versions, running instances, and historical log data will affect your reporting as it removes the data returned in the workflow reports.
  • Save As - Select to save the workflow with a new name and in another or same category
  • Properties - Select to display information about the selected workflow for instance, version, name, category, and so on

For additional information, see the Designer.