Manage step and decision names

Add, rename or delete the step names and decision names used in workflows.

Open Workflow → Workflow Configuration → Workflow Settings. The names you create here are the ones offered in the lists of the Forms Workflow screen. Names belong to a form type.

Workflow Settings screen

Tabs

Tab How to use it
Add Workflow Step Name Choose the Form Type, type the Workflow Step Name and press Add New Step Name.
Edit Workflow Step Name Choose the Form Type, choose the existing name, type the new name and press Edit Step Name.
Delete Workflow Step Name Choose the Form Type and the name, then press Delete Step Name.
Add Workflow Decision Name Choose the Form Type, type the Workflow Decision Name and press Add New Decision Name.
Edit Workflow Decision Name Choose the existing decision name, type the new name and press Edit Decision Name.
Delete Workflow Decision Name Choose the decision name and press Delete Decision Name.

A name that is already used in a workflow cannot be deleted. Renaming a name changes it everywhere it is used.

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