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Editing a Process Definition

Edit a Process Definition to change or add activities.

Before you begin

To edit a Process Definition, you must have System Administrator privileges or Workflow Management rights in the Publication for which the process was created.

You can only edit a Process Definition if it is not currently being used in an active Process.

Procedure

  1. Start Microsoft Visio.
  2. In the Add-Ins Ribbon tab, click Open Workflow Process Definition .
    The Open Workflow Process Definition window opens.
  3. In the Open SDL Tridion Sites Workflow Process Definition dialog, select a Publication. The Process Definitions column shows the Process Definitions available in this Publication, You can perform the following actions via the toolbar:
    OptionAction
    Localize (enabled for shared items only)
    Unlocalize (enabled for localized items only)
    Delete (enabled for local items only)
    Refresh (enabled when a Publication is selected in the Publications list)
    If the Process Definition is shared from a BluePrint Parent Publication, the From Publication column indicates the name of the owning Publication. If the Process Definition is localized from a BluePrint Parent Publication, Local copy is displayed. if the Process Definition is a local item in this Publication, the From Publication column is blank.

  4. Select a Process Definition in a Publication and click OK to open.
  5. Modify the diagram as necessary.
  6. In the Add-Ins Ribbon tab, click the Save SDL Tridion Sites Workflow Process Definition .

Results

Items with Workflow Associations will now use the modified Process Definition.