How to edit an approval definition

  1. From the main menu, select Administration > Configuration > Records.

  2. Select the record type in the drop-down list at the top of the page.
  3. Click the Approval definitions tab. The approval definitions are listed in the left pane.
  4. Select an existing definition. The plan is displayed on the right.
  5. Hover over any of the nodes and click Edit. You can edit, duplicate and delete nodes, and you can add new nodes.

    For information about editing the plan, see How to build a task/approval plan.

    Note Click Discard to discard changes before saving.

  6. Save the approval definition.

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