Xerox SmartSend Support & Software Guida Utente
Editing a Workflow
3-7
Editing a Workflow
Any user can edit a public workflow. Only the workflow owner (i.e., creator) can edit a private workflow.
Workflows are edited with the Workflow Editor.
Workflows are edited with the Workflow Editor.
To access the Workflow Editor:
1
Navigate to the User Home Page and click View All Workflows. If you are editing your own workflow,
you can also click Manage My Workflows.
you can also click Manage My Workflows.
2
From the list of workflows in the Workflow Explorer select the workflow you want to edit.
3
Click Edit this workflow from the Workflow Tasks list on the left side. The Save Workflow page will
be displayed.
be displayed.
4
From the Save Workflow page you can modify the Workflow Name and Description, as well as the
Publication Options. You can also modify any of the editable workflow properties using the Change
buttons. There are Change buttons for each of the main workflow components.
Publication Options. You can also modify any of the editable workflow properties using the Change
buttons. There are Change buttons for each of the main workflow components.
a)
Workflow Settings—click the Change Settings button to modify the settings on the Workflow
Settings page. See Save Workflow on page 3-41 for additional information.
Settings page. See Save Workflow on page 3-41 for additional information.
b)
Document Attributes—click the Change Attributes button to modify the settings on the
Document Attributes page. See Document Attributes on page 3-35 for additional information.
Document Attributes page. See Document Attributes on page 3-35 for additional information.
c)
Document Name—click the Change Name button to modify the settings on the Document Name
and Type page. See Document Name and Type on page 3-25 for additional information.
and Type page. See Document Name and Type on page 3-25 for additional information.
d)
Document Destination and Formats—click the Change Destinations button to modify the
settings on the Document Destinations page, or the Change Formats button to modify the document
format settings on the Document Name and Type page. See Document Destinations on page 3-10
and See Document Type on page 3-27 for additional information.
settings on the Document Destinations page, or the Change Formats button to modify the document
format settings on the Document Name and Type page. See Document Destinations on page 3-10
and See Document Type on page 3-27 for additional information.
5
Click Save to overwrite the current workflow, if desired. If you have change the workflow name, the
name will also be overwritten. This option is only available if the current workflow has not already been
name will also be overwritten. This option is only available if the current workflow has not already been
N
OTE
:
You can only save changes to a workflow if it has not been published. If the workflow has already
been published, you must save the changes as a new workflow by clicking Save As. If you want to edit a
published workflow, you can delete all publications using the Delete this workflow’s publications task and
then edit and save the edited workflow.
published workflow, you can delete all publications using the Delete this workflow’s publications task and
then edit and save the edited workflow.
N
OTE
:
If you are editing the workflow of another user, you will need to add credentials for the
destinations. The workflow always uses the credentials of the owner at scan time. If you do not add
new credentials at the time you edit the workflow, you will be prompted to add them when the
workflow is published. See Add a New Credential on page 2-6 for information on adding credentials.
new credentials at the time you edit the workflow, you will be prompted to add them when the
workflow is published. See Add a New Credential on page 2-6 for information on adding credentials.