Workflow Categories control how workflows are labeled, organized, and presented to users during publishing and execution. You must have Business Administrator access to make changes in Admin Portal → Group Management. Changes apply immediately at the Group level and impact workflow deployment and user selection.
Review Understand Workflow Categories before making updates. If you need to remove a category, follow the Delete Workflow Category process.
Answer
Business Administrators can edit Workflow Category details directly in the Group Management table. Editable fields include Name, Description, Color, and Order. Category Type cannot be changed.
Steps
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).
NOTE: Type must be uniqueSelect Save.
Wait for the table to refresh and verify the change(s) were successful.
Additional Details
Job Role: Business Administrator | Permission Level: Admin / ANVL Web | Special Rights: Admin Portal