Skip to main content

How do I update an existing workflow without creating a duplicate?

Updating a published workflow lets you improve wording, logic, or usability without creating duplicate templates.

Written by Lauren Baird
Updated over a week ago

Answer

Update the existing workflow by creating a draft from the current published version, making your changes, testing in UAT, and then publishing to production using Update instead of Create. This replaces the published version for future launches only. In-progress and completed workflows are not changed.


Steps

Step 1: Create a Draft from the Published Workflow

To update a workflow, always start from the latest Published version.

  1. Open ANVL Insights

  2. Go to Mobilize → Editor

  3. Open Published

  4. Select the workflow you want to update

  5. Click Save

    This automatically creates a Draft based on the published workflow

  6. Publish the draft to a Demonstration / UAT site.

  7. When prompted, choose Update.

    Important: Selecting Update is critical. This is what tells ANVL to update the existing workflow. If this is missed, a duplicate workflow may be created instead.

  8. Important: Refresh the browser page. This ensures the latest version is available in Editor.

  9. Test the workflow in Demonstration.

    NOTE: You must sign out and sign back in to the ANVL Mobile App / ANVL Workflows to test the latest version. Otherwise, the latest changes will appear within 24 hours.

  10. Choose Update again and select the correct groups.

  11. Refresh the browser, open Published, select a Production site in the Group Selector, and confirm the changes appear.

Did this answer your question?