Edit a use case

Update an existing use case to modify its name, fields, tables, questions, integrations, and flows. Use cases marked as read-only must be copied before you can edit them.

Before you begin

Role required: DocIntel Admin [sn_docintel.admin] or DocIntel Manager [sn_docintel.manager] role

About this task

Use cases marked as read-only can't be edited. To edit a read-only use case, first make a copy of it. For more information, see Copy a use case.

Procedure

1. Navigate to All > Now Assist Admin > Skills.
2. In the workflow list, select Platform.
3. In the Platform skills list, find a applicable skill.
4. Select Edit in the options menu () for that skill.
5. In the row of the use case you want to edit, select Edit in the options menu ( ).
6. Make changes as needed.

   For more information on use case setup, see Set up a use case.