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Update a Workflow Task

You can edit existing workflow tasks.

Note: The following procedure applies only to change orders assigned to a category with an associated CA SDM classic workflow. For information about working with change orders assigned to a category with an associated CA Workflow process definition, see Process CA Workflow Workitems.

To update a workflow task for a change order

  1. Select Change Orders, Assigned or Unassigned on the Service Desk tab, and then select the priority level for the change orders you want to display in the list.

    The Change Order List appears.

  2. Select the change order.

    The Change Detail page appears.

  3. Choose the Workflow Tasks tab, and select the workflow task to edit.

    The Change Workflow Detail page appears.

  4. Click Edit.

    The Update Change Workflow page appears.

  5. Edit the fields as appropriate.

    See Update Workflow Task Fields for field definitions.

    Note: The Service Type tab on the Update Change Workflow page provides information for service types assigned to workflow tasks. Service types assigned to workflow tasks are independent of the service types assigned to a change order ticket on the ticket record's Service Types tab. For information about working with service type events, see Delay or Resume a Service Type Event.

  6. Click Save.

    The Change Workflow Detail page displays a successful save message.

  7. Click Close Window.

    The Change Detail page appears.

  8. Click Refresh Workflow Tasks on the Workflow Tasks tab.

    The updated workflow task appears on the Workflow Tasks tab on the Change Detail page.