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This topic covers editing and updating workflow jobs and tasks. Administrators and users with the Workflow Editor role can edit workflow jobs and tasks.

Update Job Details

In the left-hand panel you can edit many common job details including Owner, Notify list, Priority Level, Start and Due Dates, and the Description. Use dropdowns or icons to edit. Click outside the selection area for an element to save changes.

Add or Delete Files from a Job

Files attached to a job are shown in the Attachments section on the Overview tab.

  • Add a new file using the Select file or drag and drop here box.
  • Delete a file by selecting > Remove attachment from its tile.

Job Menu

Click the next to the name for the job menu including:

Rename a Job

To change the name of the job, click the and choose Rename. Type the new name and hit return (or click away) to save.

Edit Tasks: Add, Reorder, Edit, Delete

Note that you cannot edit any tasks that have been completed. You also cannot edit tasks in a job that was created from a template, or in a job from which a template was created. A banner message and icons will inform you when tasks are not editable. The process in this section applies to non-template jobs with tasks that may be edited.

To adjust the tasks involved in the job, select Edit Job Tasks from the menu next to the name. You will see the same interface you used to define job tasks.

  • Click the Tasks section.
  • Any tasks that have been completed (or are part of a template) cannot be changed and will be shown with a icon.
  • Add more tasks via Add Task. (You cannot add tasks to a job created from a template.)
  • Reorder tasks by dragging and dropping the six-block handle on the left.
  • Delete a task by clicking the icon on the right.
  • Click a task panel to open the details for editing.

Make the necessary changes and click Finish Updating Job when you are finished.

Edit Samples Assigned to a Job

While editing job tasks, you can use the Input Samples section to adjust the set of samples within the job. You can also click the Samples tab from within the job and select Manage > Add More Samples to Job to open the same interface.

Follow the instructions in this topic to search for samples within the job wizard. If you only need to add or remove samples, it may be easier to follow the steps below to add or delete samples from jobs.

Add Samples to a Job

From the main menu, click the name of the type of samples you wish to add to open the grid of available samples. Alternatively, choose Picklists from the user menu and click the name of the curated picklist you want to use. Select the desired sample(s) using the checkboxes and select Jobs > Add to Job. In the popup, select the desired job by name from the dropdown. Click Add to Job.

If you attempt to add samples that are already included in the job, they will be skipped automatically and only new samples will be added.

Delete Samples from a Job

Open the job and click the Samples tab. Select the sample(s) you wish to delete and click Remove Samples.

Reactivate Closed Task

To reactivate a closed task, click the Tasks tab in the upper left, then click the name of the closed task to select it. It will be shown with a checked box icon, in the following image, "Prepare Samples" is in a closed state.

Select Reactivate Task from the drop down menu to reactivate it.

You will be asked to confirm the action, and when completed, the checked box icon will disappear and the task will be restored to an "In Progress" state. You may also want to leave a comment when you reactivate a task, explaining the action. Enter the comment in the box and click Comment to save it.

Reactivate Completed Job

If you need to reactivate a job that was marked completed, find it by opening the Workflows page from the main menu and clicking Completed Jobs. Click the desired job name to open it.

Click Reactivate Job. You will be asked to confirm the action.

When you reactivate a job, the last task of the job is also automatically reactivated. If you would like to reactivate additional tasks, follow the steps above.

Delete Job

To delete a job that is no longer necessary, select > Delete Job in the job header.

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