This article explains how to edit a Legacy Servicing Automated Workflow in AMS+. You can update trigger details and criteria, and add, edit, delete, or inactivate actions.
For more about archiving workflows and deleting workflow drafts, visit the Managing Workflows article.
Requirements
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Automated Workflows permission.
In this article
Editing workflow details and trigger
You can edit a Legacy Servicing Automated Workflow in a few steps:
- Go to the Automated Workflow > Use a Legacy Workflow > Servicing & Agency Workflow > Servicing & Agency > Saved Workflows tab, then select the name of the workflow you'd like to edit.
- On the workflow's Details tab, review and edit details as necessary.
- Once you've made updates, select Save to keep your changes.
Workflow details you can change and when:
| Workflow Detail | When you can edit |
|---|---|
| Workflow Name | You can always edit the workflow name. |
| Trigger Type & Trigger When | You can only change the trigger type and when details before the workflow has been activated. |
| And Meet Criteria |
You can edit the criteria at any time. Once changes have been saved, your workflow will trigger based on your updated criteria. Keep in mind, changing the criteria on an active workflow may remove records that have already triggered the workflow. |
| Allow this event to recur yearly | You can always edit whether you want the workflow to recur yearly (when available for a trigger type). |
Editing workflow actions
You can add, update, or delete workflow actions. When a Legacy Servicing Automated Workflow has already performed actions, some things can't be changed — those are covered in detail below.
Adding actions
To add a new action to an existing Legacy Servicing Automated Workflow:
- Go to the workflow's Actions tab and select New Action.
- Select the action type you want to add and fill in the details.
- Select Save Action. The new action will save and become active.
Keep in mind, actions added to an active workflow will only take effect for:
- Records that have not yet triggered the workflow
- Records where the workflow has not advanced past the timing of the new action
Editing actions
You can edit existing actions by selecting the name of the action on the Legacy Servicing Automated Workflow's Actions tab. That will open the action's detail where you can make changes. After updating, remember to save.
Action details you can edit and when:
If the action has already sent an email or created and assigned an activity, the following details can't be edited:
| Action Detail | What you can't edit |
|---|---|
| Action | Changing the action type. For example, changing an action from Send an Email to Create & Assign an Activity. |
| When | Changing the timing of the action — when it sends the email or creates and assigns the activity. |
| Send to | For an email action, the Send To field can't be edited once an email has been sent. |
Deleting actions
You can delete an action if it has not yet sent an email or created and assigned an activity. To delete an action, select the name of the action on the workflow's Actions tab, then select Delete Action.
Inactivating actions
Actions can have a status of active or inactive. By default, actions in a workflow are active. You can inactivate actions that are no longer needed. To inactivate an action, select the name of the action on the workflow's Actions tab, then select Inactivate Action.