Overview

Administrator users can edit a workflows name and description.

User Account Requirements

The user must have Administrator permissions in order to access the Admin Overview section. 

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click Admin Overview. 

Administrator Settings Menu

3. From the Admin Overview screen, click the Object Types tile under the Data Model section.

Object Types Tile

4. From the Admin: Object Types screen, enter a keyword in the Search field to narrow the Object Types list.

Search Field

5.  Click the Object Type you wish to edit or delete.

Object Type Name

Edit the Workflow Name or Description

1. From the Admin: Edit Object Type screen, click the Edit icon.

Edit Icon

2. Click on the Name field and enter a new name value.

Name Field

3. Click on the Plural Name field and enter a new plural name value. The plural name will appear when viewing a list of the objects for that type (e.g. “View Incidents” instead of “View Incident”).

Plural Name Field

4. Click on the Description field and enter a new description.

Description Field

5. Click on the Monogram.

Monogram 

6. From the Customize Monogram pop-up, enter a new monogram value in the Monogram field.

Customize Monogram Pop-up

7. Click the Pick a Color field and select a new color from the Color Picker dropdown menu.

Color Picker Dropdown

8. Click the Done button when you are finished.

Done Button