Adding, Renaming, and Deleting Processes

You can add, rename, and delete Processes as described below.

To add a new Process:

  1. In the Workflow and Business Logic >Advanced > Processes section, click Process List.
  2. Click New. The Process dialog box opens.
  3. Type a Process name and optionally add a description.
  4. Click OK.

To rename an existing Process:

  1. In the Workflow and Business Logic >Advanced > Processes section, click Process List.
  2. Double-click a Process in the right pane. The Process Name dialog box opens.
  3. Edit details as needed.
  4. Click OK.

To delete one or more Processes:

  1. In the Workflow and Business Logic >Advanced >Processes section, click Process List.
  2. On the right pane, select a Process and click Delete.

    NOTE: When deleting a Process, you just remove that classification, but not workflow items that were assigned to the process.