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How Do I Change a Workflow Template Name?

Easily update the name of workflows in the Editor.

Written by Jake Landgraf
Updated over a week ago

You can update a workflow template name directly in the Editor to improve clarity and consistency. Renaming a workflow requires republishing for changes to appear in assigned Groups. Be careful not to select Create Template unless you intend to create a new workflow.


Answer

Workflow Managers can edit the Name field in the Editor and republish the draft to update the existing workflow.


Steps

  1. Open the workflow in Editor.

    1. Select the correct Site and the Published tab.

  2. In the right-hand panel, open the Workflow tab.

  3. Click into the Name field and update the workflow name.

  4. Save the changes. This will save a Draft of the workflow template.

  5. Click the Publish (🚀) icon next to the draft.

  6. When prompted, choose:

    • Update (default) to update the existing workflow.

    • Select Create Template only if intentionally creating a new workflow.

  7. Select the appropriate Demonstration / UAT Group.

  8. Click Publish.

Tips

  • Keep names short, clear, and consistent across sites

  • Remove temporary labels (site name, initials) before publishing


Additional Details

Job Role: Workflow Manager | Permission Level: Admin (ANVL Manager) + ANVL TECH (ANVL Workflows) | Special Rights: Workflow Management (Create / Edit / View / Publish - UAT / Publish-ALL)

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