Edit an approval process

You can edit a process both concerning its rules and steps (add more, edit, or delete) and the process title at any time. To do so, log into your organization home and take the following steps:

1. Open the main menu on the top left >> Approval Processes.
2. Open the process you want to edit.
3. On the new page, you can edit your process title, add, edit, and delete its rules and steps.
4. Click SAVE on the bottom right to save your new changes.

You can switch between your organizations through the org list on the top right to see the list of approval processes of your other organizations.

Add steps and rules

To add a new step to your process, simply click the Add Step button on the right, then click Add rules on the new step box to define new rules.

Edit steps

You can edit a step by changing its rules such as adding more, deleting the existing rules, or editing each rule.

Edit rules

1. Click and open your intended rule on the step box.
2. Make your changes in the rule pop-up screen.
3. Click SAVE.

Delete Steps 

To delete a step, click the delete sign (recycle bin sign) on the step box you want to delete.

Delete Rules

To delete a rule, first, open the rule and then click the Delete button on the bottom of the pop-up screen.