If a workflow or customer list is used as a sub-workflow or sub-customer list, changes will affect the results of all parent workflows or customer lists.
You can clone a workflow or customer list and make changes to that cloned copy to avoid impacting existing calculation models. For more information, see Cloning a Workflow or Customer List.
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Choose one of the following options:
Option Action Edit a workflow Select .Edit a customer list Select . - Select the workflow or customer list.
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Do any of the following:
Option Steps Add a new node See the adding nodes step in Creating a Workflow or Customer List. Update one of the following nodes (updates made in the properties panel): - Workflow or Customer List
- 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 or Customer List.
Update one of the following nodes (updates can be made in the properties panel and Rules or Data Sources): - Rule (insert) or Rule (select)
- Data source (insert) or Data source (insert)
- 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 or Data Source.
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 or Customer List.
- To create a new data integration, see Creating an API Data Integration in a Workflow or Customer List.
- 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 or Customer List.
- To create a new data integration, see Creating an SFTP Data Integration in a Workflow or Customer List.
- 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 or customer list-level variable - Hover over the variable name and select .
- Update the variable information.
- Select Save Variable.
Remove a workflow-level or customer list-level variable - Hover over the variable name and select .
- Select Yes to confirm deletion.
- Select Save Workflow or Save Customer List.
- [Optional] To execute the workflow or customer list immediately, select Execute Flow.
- [Optional] To view the workflow or customer list execution status, select .
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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.