Change a published template

A published version never changes. To change a template, you revise a published or retired version: Workflow copies it into a new draft with the next number. You change the draft and publish it. Projects already running keep their version until a manager moves them to the new one; new work starts from the new version once it is published. You need to be a department manager or a company administrator.

• A template has one draft at a time. If a draft is already open, change that one instead: select Edit on its row.
• Revise the version you want to start from. Usually that is the newest published one. To bring back a process you retired, revise the retired version.

1. 1.
   On Workflow Templates, select the template's row.
2. 2.
   In Versions, find the version and select Revise on its row.
3. 3.
   A new draft shows at the top of Versions. Select Edit on it.
4. 4.
   Make your changes in the template editor. Each one saves as you make it.
5. 5.
   Select Publish in the left menu. When it says Ready to publish., select Publish this version.

In Versions, the new version shows Published at the top, and the version you revised is still Published below it. A new project now starts from the newest published version unless someone picks an older one.

Each task keeps its tags: a task of the new version is the same task as in the version you revised. See Tag a template's tasks.

• Revise is grayed out: the template already has a draft. See “New project”, “New template” or “Revise” is grayed out.
• A message says “This template already has a draft. Open it, or delete it and start fresh — nobody is holding it, so a second draft is the only thing refused.” Someone opened a draft at the same moment. Reload the page and change that draft, or delete it with Delete draft on its row.
• Publishing is refused: see “Publish this version” is grayed out.