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How to access the graphical workflow editor?

Gil Bennoon
on 3/3/14, 2:35 PM 2,828 views

Hi, I'm trying to view (and potentially modify) a purchase order. I've seen a video where the administrator is using a graphical editor to modify workflow. However, when I am in Purchase Orders list view and trying to select "Edit Workflow" from the debug drop-down, I can navigate into the list of activities. I could not find how to actually view the workflow. Also, there is another option on the debug pull-down called "Print workflow" which does not do anything (no printout - PDF) is being sent back.

Can someone please share some tips on how to access it?

Thanks, Gil.


First of all, if your user doesn't have access to technical features you have to give him access. Go to `Settings >> Users >> Users`, edit user, go to access rights, check `Technical Features` and save. Reload your page. You will now have access to a new `Technical` menu on your left.

Now, go to `Settings >> Technical >> Workflows >> Workflows`. Select the workflow you want to edit, a select the "Diagram View" (the mostright option)

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Asked: 3/3/14, 2:35 PM
Seen: 2828 times
Last updated: 3/16/15, 8:10 AM