Manage Workflows

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

NOTE
You can still modify the workflow even if users are already assigned to it and have received at least one device.
  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, display name, or group name 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 section. 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. You cannot edit the identity type. However, all other fields can be changed 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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