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# How to Edit a Workflow

# How to Edit a Workflow

**In this article:**
* Overview
* How to edit a workflow
* Things to keep in mind
* FAQs
* Who can do this

## Overview
You can change an existing Workflow at any time. Swap its trigger or action, adjust the criteria that decide who it runs for (including how they combine), or change the assignment rules such as the due date or notifications. Editing a Workflow opens the same builder you used to create it, pre-filled with the current settings.

## How to edit a workflow
1. Go to **Settings → Workflows**.
2. Click the Workflow you want to change (click the **When** or **Then** text, or the status badge, in its row). This opens the **Edit workflow** screen.

![](https://storage.googleapis.com/superpath-help-centre/how-to-edit-a-workflow/workflows-list-row_4568b1cc.png)

3. Change the **When** (trigger) or **Then** (action) from the dropdowns, and update the specific item or criteria as needed. Changing the trigger clears the trigger's entity and criteria so you can set them fresh. To have the Workflow run for any Team, Event, Form or Pathway rather than one in particular, clear the specific item with the **x** in its box.
   * To cover several values in one condition, choose **Is any of** as its operator.
   * With two or more conditions, choose **all** or **any** in the sentence **A person must match [all] of these conditions:**.
4. For assignment actions, adjust any rules: **Notify people on assignment**, **Start date**, **Due date**, the yearly **Recurring schedule**, or your choice under **For people who already have this learning**.

![](https://storage.googleapis.com/superpath-help-centre/how-to-edit-a-workflow/edit-workflow-builder_da23b726.png)

5. Click **Update workflow** to save your changes. You'll see a confirmation that the Workflow has been updated. If you'd rather not keep your edits, click **Discard** instead to put the form back to how it was when you last saved.

## Things to keep in mind
* Editing a Workflow changes how it behaves from that point on. It doesn't undo or reverse actions the Workflow has already taken.
* If you change the trigger to **Profile is updated**, you must add at least one criterion before the Workflow can be saved.
* A Workflow triggered by a change to a person's Role cannot use the **Change user role** action — this combination is blocked when you save.
* Pausing and editing are separate: to stop a Workflow running while you rework it, pause it from the Workflows list rather than deleting it. See *How to pause or activate a workflow*.
* **Update workflow** and **Discard** stay disabled until you change something. **Discard** only resets the form. It doesn't change anything that's already saved.
* Switching the conditions between **all** and **any** changes who the Workflow runs for from then on. Workflows built before this option existed are set to **all**, exactly as they have always behaved.
* The screen also shows who originally created the Workflow, for reference.

## FAQs
**Can I change a Workflow's status from the edit screen?**
Status (active or paused) is managed from the Workflows list using the pause/play control, not from the edit builder. See *How to pause or activate a workflow*.

**How do I undo edits I haven't saved yet?**
Click **Discard**. The form goes back to the Workflow as it was last saved, without leaving the page.

**Will editing re-run the Workflow on people it already actioned?**
No. Edits apply to future matching events only; the Workflow doesn't reprocess events that already happened.

**I changed the specific Pathway (or Form, Event, and so on) — does the Workflow update straight away?**
Yes. Once you click **Update workflow**, the new selection takes effect for events from then on.

## Who can do this
Only **Owners** and **Admins** can edit Workflows. **Managers**, **Content Managers**, **People Managers**, **Instructors**, **Employees** and **Restricted** users cannot. Workflows are a paid-plan feature, so the option only appears for accounts where it has been enabled.