Creating a process revision

If you want to modify a process after it is enabled and locked, you must create a revision of the process.

About this task

A revision of the process is required because other records might be under the control of this process. You also can create a revision of a process that is not yet activated or enabled. Creating a revision does not deactivate or disable an activated or enabled process record. However, when you activate a new process revision, the previous revision is automatically deactivated.

Procedure

In the Workflow Designer or Workflow Designer (Advanced) application, display the enabled process record.
Click the Create Process Revision action. A copy of the process is created, and one is added to the value in the Process Revision field.
Make any necessary modifications to the process.
Click Save Process.

What to do next

You must validate, enable, and activate a process revision before it can be used to process records.

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