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.
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Select
> Data preparation > Workflows.
- Select the workflow.
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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 the Rules module): - Rule (insert)
- Rule (select)
- Select the node in the canvas.
- Update variable information as needed.
Select Override and modify the value.
- Click EDIT in the properties panel.
See the updating options in Editing or Cloning a Rule.
Update an API node (updates made in the Data integrations module): - Select the node in the canvas.
- Do one of the following:
- To edit an existing data integration, click 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, click EDIT in the properties panel.
Update an SFTP node (updates made in the Data integrations module): - Select the node in the canvas.
- Do one of the following:
- To edit an existing data integration, click 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, click EDIT in the properties panel.
Remove a node - Select the node.
- Click REMOVE.
- Click 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
> Edit. - Update the variable information.
- Click SAVE VARIABLE.
Remove a workflow-level variable - Hover over the variable name and select
> Delete.
- Click Yes to confirm deletion.
- Click SAVE WORKFLOW.
- [Optional] To execute the workflow immediately, click EXECUTE FLOW.
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[Optional] To view the workflow execution status, select
> Status > Workflow status.
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Do any of the following to view details for a node:
Option Action View the node details Click the node icon, for example, click 
.View the results of a node's execution Click the node title. Copy contents of the node's execution - Click the node title.
- Click COPY. The content is copied to the clipboard.