Customizing an OOB Workflow

You can customize any of these OOB workflows by modifying individual tasks within the workflow.

To customize a workflow:

  1. Navigate to the Workflow page in the Automation module.
  2. On the Workflow page, search for the workflow you want to customize by typing the keyword in the search bar.
  3. Disable the workflow by turning off the toggle on the workflow card.
  4. Click on the workflow to open it in the design space.
  5. Modify the required tasks.
  6. Once the tasks have been modified as required, validate and enable the workflow.
  7. Trigger the workflow from the Request :: View/Run page.