Table of Contents
Overview
Related Permissions
Reset Workflow Options
Related Articles
Overview
Depending on the permissions set by your institution, upon editing a schedule and hitting “Save”, the workflow might or might not reset. This article outlines permission options and the impact those will have on resetting workflows.
Related Permissions
Within the request permissions for all products, the “Edit Requests without Updating Workflow” permission is used to control what options a user has when they edit a request.
Permissions Set to “Deny”
If this permission is set to Deny/Off and a user edits a request, they will see the following message when they save. The message explains that saving the request will reset the workflow and disregard all existing approvals.
Permission Set to “Allow”
If the permission is set to Allow/On, a user will see a dropdown that allows them to choose whether or not to reset the workflow.
Reset Workflow Options
Overview | Do Not Reset Workflow (Recommended)
Reset Workflow – All prior approvals will be disregarded
Overview
Resetting the workflow means regenerating the workflow based on the workflow template defined in settings. All logic jumps and dynamic steps will be re-evaluated, and any new steps that result will be injected into the reset workflow.
Do Not Reset Workflow (Recommended)
This action will allow users to save the request without resetting the workflow.
Reset Workflow – All prior approvals will be disregarded
This is the default logic that will be implemented when a user does not have the “Edit Requests without Updating Workflow” permission.
This will reset the workflow, remove all existing approvals, and send the request back to the author step.