Manage Workflows

This tutorial explains how to search, edit, clone, and delete a workflow.

NOTE
Even if users are assigned to a workflow and at least one device has been issued to them, you can still edit the workflow.
  1. Log in to the Unifyia platform.
  2. On the Dashboard page, navigate to Configuration > Workflows. The list of all the workflows created is displayed.
  3. Search Workflow: In the search box, type the name of the workflow. At least two characters are required. The workflow record is displayed.
  4. Edit Workflow: To edit a workflow, select the Pencil icon and update the workflow as desired. You cannot add or remove the biometric options under the Data and Biometrics Enrollment. However, other options can be edited as desired. Select Update to update the changes or Cancel to exit the process.
  5. Clone Workflow: To clone a workflow, select the Clone icon. Change the fields as required. Select Save to update the changes or Cancel to exit the process.
  6. Delete Workflow: To delete a workflow, select the Bin icon. Select Yes to confirm or No to exit the process.

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