Edit Instance Details

The instance attribute values can be modified before sending the instance to the next group in the workflow.

Edit button

• Quickly edit the instance details by clicking on the Edit button under the Actions column on the instance list page.

Update button

• Click on the Update button from the instance details page to edit instance details.

• Click on the SOA dropdownby clicking on the down arrow icon.

SOA dropdown arrow

• Now, to add more attribute values, click on the Add More button.

Add more button

• Similarly, to delete the added attribute value, click on the X icon just below the SOA attribute section.

• Now, click on the Update button.

• The Update And Send button is useful to directly save changes and send the instance to the next business entity.

• After updating the attribute values, click on the ALL option under the Activities and Comments section.

All options - Activities and Comments tab

• Now, view the details like Attribute Name and Added Value in a tabular format.

Data in Tabular format

• Once all changes are made to the data fields, click on the Update button to save changes.

• Switch between the arrows to go to the Next/Previous page.

• Similarly, if the attributes' values are updated, click on the Update button and update the SOA attribute values in the respective fields.

• View the updated New Value with the Previous Value in the ALL option under the Activities and Comment section.