If a workflow is used as a sub-workflow, changes will affect the results of all parent workflows.
You can clone a workflow and make changes to that cloned copy to avoid impacting existing calculation models. For more information, see Cloning a Workflow.
- Select .
- Select the workflow.
- Do any of the following:
Option Steps Add a new node See the adding nodes step in Creating a Workflow. Update one of the following nodes (updates made in the properties panel): - Workflow
- SQL
- Notify
- Branch
- Merge
- Set Variable
- Macro
- Stored procedure
- Select the node in the canvas.
- Update the fields in the properties panel.
Field information is defined in Creating a Workflow.
Update one of the following nodes (updates can be made in the properties panel and Rules): - Rule (insert)
- Rule (select)
- Select the node in the canvas.
- Update variable information as needed.
Select Override and modify the value.
- Select Edit in the properties panel.
See the updating options in Editing or Cloning a Rule.
Update an API node (updates made in Data integrations): - Select the node in the canvas.
- Do one of the following:
- To edit an existing data integration, select Edit in the properties panel.
See the Connection page in Creating an API Data Integration in a Workflow.
- To create a new data integration, see Creating an API Data Integration in a Workflow.
- To edit an existing data integration, select Edit in the properties panel.
Update an SFTP node (updates made in Data integrations): - Select the node in the canvas.
- Do one of the following:
- To edit an existing data integration, select Edit in the properties panel.
See the Connection page in Creating an SFTP Data Integration in a Workflow.
- To create a new data integration, see Creating an SFTP Data Integration in a Workflow.
- To edit an existing data integration, select Edit in the properties panel.
Remove a node - Select the node.
- Select Remove.
- Select Yes to confirm deletion.
Change the connectors between nodes Drag a line connector from one node to another. Update a workflow-level variable - Hover over the variable name and select .
- Update the variable information.
- Select Save Variable.
Remove a workflow-level variable - Hover over the variable name and select .
- Select Yes to confirm deletion.
- Select Save Workflow.
- [Optional] To execute the workflow immediately, select Execute Flow.
- [Optional] To view the workflow execution status, select .
- Do any of the following to view details for a node:
Option Action View the node details Select the node icon, for example, select . View the results of a node's execution Select the node title. Copy contents of the node's execution - Select the node title.
- Select Copy. The content is copied to the clipboard.