Primary Role: Business Administrator (BA)
Learning Focus: Apply
Where: Admin Portal - Group Management
🧭 Before You Start
You must have Business Administrator access.
Workflow Categories impact workflow deployment, publishing, and user selection.
Changes apply immediately at the Group level.
Review Understand Workflow Categories before making changes.
If you need to delete a Workflow Category, follow the steps in Delete Workflow Category.
🎯Why It Matters
Workflow Categories are required for workflow deployment.
Categories control how workflows appear to users and Workflow Managers.
⏱️When to Do This
Updating workflow program names or descriptions
Adjusting display order or color
Correcting category details
🛠️Steps: Edit Workflow Categories
Note: Category Type cannot be edited.
Open Group Management in the ANVL Admin Panel.
Use filters or search to locate the Group to edit.
Scroll right to the Workflow Categories column.
Tip: Re-arrange columns by dragging and dropping them into the desired order for easy editing.
Click into the Workflow Categories column.
Update fields (Name, Description, Color, Order).
Select Save.
Wait for the table to refresh and verify the change(s) were successful.
Watch Out For…
Category Type cannot be changed.
Workflow Categories must exist before workflows can be deployed.
Changes affect all users at the Group level.
What You Should See
Updated Workflow Category details saved successfully
Categories correctly reflected when:
Publishing workflows
Users start workflows
🔗 Related Articles
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal