How to Edit a Process Once it's been Activated

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Article ID: 145152

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Updated On:

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.