Move workflow form

This popup form can be accessed via the Options menu iconoptions menu in the top header area of the  Workflow iconworkflow view page, as shown in Figure 1. Alternatively, you can access the Move iconmove popup form via the Actions menu iconactions column menu of the Workflows tab at the Contact details iconorganisation view page, as shown in Figure 2.

move workflow via top header area

Figure 1 – Access via options menu

 move workflow via tab

Figure 2 – Access via workflows tab

This popup is shown in Figure 3 and is used to move an existing Workflow iconworkflow.

move workflow form

Figure 3 – Move workflow form

Use the tree navigation layout to select the new parent asset. You can show or hide levels or sub-levels by clicking on the expand nav iconexpand or collapse iconcollapse icons. Select the name of your desired parent asset and if you are happy with the selection click on the “Move workflow” button at the bottom of the form. Note: names with a pink background cannot be selected. If you do not want to move this workflow anymore then you can click on the “Cancel” button to close the form.