Within Beacon Flow, Admin Users can modify existing workflow templates.
To start, click on the Flow Navigation icon and select Manage Templates.
From the next page, use the Select a Workflow Template dropdown list to select the workflow you would like to modify.
If this template has not yet been used you can edit all four sections of the Template (Template Information, Checklist, Actions, Routes)
If this template has been used for a WorkFlow then some editing options are restricted. The Routing order cannot be adjusted, Routes cannot be added or removed, and the Position Title cannot be changed.
When you are finished making the changes, click Save Workflow Template.
How to Clone a Template
You can Clone existing Templates to create a carbon copy of an already created template. Cloning a template can be useful when you need two templates that are similar to each other but differ in small ways. In this case, it would be more efficient to clone the first template and then make the necessary edits to create a second template.
To clone a template navigate to the Manage Templates page (see above). Use the Select a Workflow Template dropdown list to select the workflow you would like to copy. At the bottom of the page click Clone Template.
A Carbon copy version of the original template will be created and you can find it under the Select a WorkFlow Template. It will be named identical to the first template with the additional - copy at the end. For example, if the original template was named "Orignal Template" the clone will be named "Orignal Template - copy"