Editing a Digital Process

Learn how to modify a digital process in OE.

After the digital process is published, what you see after clicking on the digital process is the latest version that was released. To open the draft mode for a published digital process, you have two options:

• Choose the Draft icon in the dashboard, this displays a window with basic information about the person who edited the draft and the date when the last changes were made. Go to draft opens the latest version of the draft.

  
• Open the selected digital process and then choose the Edit button.

  

  There's a confirmation popup to decide whether you want to load the latest draft version, or overwrite it.

  • No, load last draft - loads the most recent draft saved for that digital process, which could be for example a draft you’ve been working on over the past few days.

  • Yes, overwrite it - takes the last published version, the one you are viewing, it makes it a new draft, overwriting and erasing the last draft saved. Starts from scratch.

  

It’s possible for a digital process to be opened in multiple tabs or by different users simultaneously. In such cases, if a user attempts to edit a draft that is already being modified by someone else or in another tab, a warning message appears. This ensures the user is aware they may overwrite changes made by others. The most recent draft is always the last one saved, regardless of how many tabs are open.

If you choose to overwrite the digital process, you become the owner of the draft, and the original editor can no longer make changes. If you cancel and opt not to overwrite, you remain in view mode, allowing the other user or the original editor to continue making changes to the draft.

Every step of the digital process can be edited separately.

For triggers you can:

• Choose Edit to select a different scenario or event from the list.

• Duplicate to copy the trigger, the duplication automatically creates the next step which is exactly the same.

• Delete to remove a trigger. However, it is not possible to remove the first trigger because it’s a mandatory step to start a process.

For process steps you can:

• Use the drag and drop (the hamburger icon) to reorder Make scenarios in your process steps.

• Choose Edit Scenario to apply changes to the scenario in Make.

• Choose Edit to select a different scenario from the list.

• Choose Duplicate to copy the step, the duplication automatically creates the next step in the digital process which is exactly the same as the original one.

• Choose Delete to remove a step.