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Changing tasks via transitions (outcomes)

You can break the transition between 2 tasks included in a custom workflow template if that custom workflow template has the DRAFT status.

Procedure

  1. Open a custom workflow template which has the DRAFT status.
  2. Hover over a transition (or outcome) and select the three vertical dots.
  3. Select Detach task. The transition between the 2 tasks is deleted and the 2 tasks are disconnected. Make sure you reconnect the orphan topic back into the workflow template by selecting the plus sign and then selecting the next task it connects to.
    For example let's assume you want to break the transition between the Customer Quote Review task and the Customer Quote Approval task, because you would like to add another Customer Quote Review task.
    1. Hover over the transition which connects the Customer Quote Review and Customer Quote Approval tasks.
    2. Select the three vertical dots.
    3. Select Change task and from the task list select Customer Quote Review (new).
    4. Select the plus sign and from the task list select Customer Quote Approval (existing).