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How to access the graphical workflow editor?

By
Gil Bennoon
on 3/3/14, 2:35 PM 1,949 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.

0

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: 1949 times
Last updated: 3/16/15, 8:10 AM