Edit or delete a request workflow

You can update workflows as your company’s needs change. Edit requestors, review steps, or payment options easily in the web app.

To edit a workflow

1. From the navigation menu, select Requests.
2. Select Manage workflows.
3. Choose the correct tab: Funds, Goods and Services, or Trips.
4. Find the workflow you want to update, then click the three dots (more options) and choose Edit workflow.
5. Edit any section: requestors, reviewers, or workflow name/details.
6. Save changes.

To delete or deactivate a workflow

1. From the navigation menu, select Requests.
2. Select Manage workflows.
3. Choose the correct tab: Funds, Goods and Services, or Trips.
4. Find the workflow you want to delete, then click the three dots (more options) and choose Delete or Deactivate.