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10-19-2022 04:13 PM
Hello,
I would like to learn how to modify the exiting Normal Change Request workflow by adding additional approval group.
Could someone please provide guidance on how to do it? (See attached).
Thank you
Solved! Go to Solution.
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10-20-2022 08:46 PM
Hi @Radhika11,
As you can see the warnings - The workflow is in Global scope and you are in different scope. Hence, Publish option is not visible.
Note - Make sure you are in Global/same scope only to edit and publish the workflow.
Thanks,
Sagar Pagar
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10-19-2022 07:48 PM
Open up the workflow in workflow editor
Checkout the workflow
Add another approval activity
Publish workflow
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10-19-2022 08:23 PM
Hi @Radhika11,
As you have shared the workflow context screenshot and as per my understanding, it won't possible to update the approval group in workflow context.
You have to update assignment group for single change request or for all new records? if yes, then you have to checkout and then published the workflow and have to submit new Change requests. It will apply to all change requests.
Thanks,
Sagar Pagar
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10-20-2022 07:47 AM
Hello @Sagar Pagar
We would like to set it up for all new records. I have never create or modify workflow before.
Could you please provide step by step for the following:
1. Make a backup copy of the original workflow so that I have someone to go back to if I screwed it up
2. How checkout and add a new approval group
3. How to published it.
Thank you
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10-20-2022 08:54 AM
Hi @Radhika11,
You can published the checkout workflow from the Hamburger icon/Workflow context menu.
Thanks,
Sagar Pagar