How to Edit a Process Once it's been Activated

Article Id: 145152

Status: Published

Updated On: 14-02-2020 07:59

Products:

Clarity PPM SaaS

Issue/Introduction:

When trying to edit an existing process, none of the steps are editable. Does the process need to be deactivated before making changes to it?

Environment:

Release : All Releases

Component : CA PPM BUSINESS PROCESS MANAGEMENT

Resolution:

In order to make changes to a process, any existing instances would need to be cancelled and deleted first.

This can be done from the Administration - Processes - Initiated tab.

Once all instances of the process have been deleted, the 'Draft' mode will be available on the process Properties tab. The process can be edited after it's set to Draft.

After the necessary changes are made to the process, the process will need to be validated and activated again in order for it to be available to run.