What's New

We're continuing to make improvements to Workflows and giving customers like you even more flexibility!

Ability to change Workflows on Inactive Draft Orders

Switch workflows for saved draft orders that don't have active milestones

If you're creating draft orders as placeholders or are simply uncertain of which workflow to use yet, you now have the flexibility to switch workflows prior to workflow activation or order issuance.

• On any order that's (1) a draft, and (2) has an inactive workflow, you will see the ability to change workflows on this order
• Any Tasks or 3PCs associated with the workflow automation engine will get removed or added automatically
• You can choose to suppress Task/3PC invitation emails
• For Split Draft Orders, changing workflows will be disabled as we don't allow orders in a split order group to have different workflows.

Select "Change Workflow":

Choose the workflow:

Associated key date values will carry over, if applicable:

If new contributors are associated with the new workflow, they will be added automatically:

If tasks are associated with the new workflow, they will be added automatically:

Contributors may be automatically removed: