Manage Workflows

Edit or delete existing identity verification workflows, with control over whether changes override the current workflow or create a copy.

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Overview

Community administrators or users with the workflow.manage permission can edit and delete existing workflows.

Edit a workflow

1

Open the Workflows page

Log in to your tenant as a community administrator and navigate to Workflows → Workflows.

2

Select the workflow to edit

On the Workflows list page, locate the workflow you want to modify. Under the Actions column, click the three-dot menu and select Edit Workflow.

3

Review the caution message

The Workflow Builder opens with a caution message indicating the workflow may currently be in use.

Any changes made to the workflow apply immediately to this workflow and any ongoing verification instances.

4

Modify the workflow

Edit as required — update nodes, modify node configurations, add or remove workflow steps, and adjust connections between nodes.

5

Save

Click Save and choose one of the following:

• Save as Copy — Creates a new workflow with the applied changes; the original is unchanged.

• Override Current Workflow — Saves the changes to the existing workflow, replacing the current version.Delete a workflow

Delete a Workflow

1

Open the Workflows page

Log in to your tenant as a community administrator and navigate to Workflows → Workflows.

2

Select the workflow to delete

On the Workflows list page, locate the workflow you want to delete. Under the Actions column, click the three-dot menu and select Delete Workflow.

3

Confirm

In the Delete Workflow screen, click Delete.