What should I do if an error appears in a workflow template?

If an error occurs when saving or modifying a workflow template, the first thing you should do is check the template's status.

To do this:

1. Go toAdministrative > Workflow > Templates.

2. Click the iconTemplate status (ℹ️)on the right side of the name.

   

3. The system will show you the errors or warnings pending resolution. Some common examples are:

   • Stages without assigned dependencies.

   • Required fields missing based on the request type.

   • Notifications or approvers not configured.

Review and correct the indicated items, then save the template again.

Also, keep in mind that if a template already has associated requests in progress or completed, making changes to it can modify or interfere with those existing processes. To avoid unwanted impacts, we recommend duplicating the template, making the changes on the copy, and then deactivating the original.

🤖 This article was translated using artificial intelligence. View original article.