Copying and Testing Trial Versions of Workflows

Before you modify a workflow that is in use, do the following:

  1. Make a copy of the original workflow.

  2. Modify the copied version of the workflow with the changed workflow steps.

  3. Test the modified version of the workflow to ensure that it works correctly.

  4. Determine if the workflow step is in use. To determine which steps are eligible, remove the incoming transition to the step that will be deleted and run the following reports:

    • To determine when the requests have flowed out of a workflow step, run the Workflow Detail Report. This report indicates if the step to delete is eligible for user action or has been completed.

    • To determine if any package lines are eligible for user action in a workflow, run the Packages Pending Report.

    You can now to make the same changes to the original workflow.