Edit Task Flow

This screen allows a system administrator or HR administrator to edit the details of a task flow that was previously created for a specific employee, so that the flow’s data can be corrected or updated before the tasks actually begin.

Before You Begin

• You must have the “Manage Task Flows” permission.
• The task flow you want to edit must already exist.
• The editable fields depend on whether the flow’s tasks have already started or not.

Steps to Edit a Task Flow

1. From the main menu, click “Task Management,” then go to “Task Flows.”
2. From the actions menu for the task flow you want to edit, click “Edit.”
3. The screen opens with the same sections as the Add Task Flow screen, with all fields pre-filled with the flow’s current data.
4. In the “Task Flow Information” section, you can edit:
   • Employee: editable, allows selecting a different employee as long as the tasks have not started yet.
   • Flow Code: editable.
   • Template: not editable (displayed only, with no option to change it).
5. You can also edit the data of the tasks associated with the flow (each task row), depending on the task’s status, as follows:
   • To Do: all task fields are editable except the Record Code.
   • In Progress: only the Due Date and Priority can be edited.
   • Completed: nothing can be edited.
6. Once you’ve finished making changes, click the “Save” button, or click “Cancel” to discard the changes and exit without saving.
7. Once the save is successful, you are automatically redirected to the task flow details view screen.

How the System Works

• When the edit screen is opened, the system retrieves all the current task data and displays it pre-filled in the corresponding fields, with the current task status clearly shown.
• When “Save” is clicked:
  • The system validates the entered task flow data.
  • The task flow record is updated.
  • The tasks associated with the flow are updated.
  • The user is redirected to the task flow details view screen.

Validation Rules

• The edit cannot be saved if the Flow Code is left empty; the message “Required.” will appear.
• The fields that are actually editable are determined based on the current status of each task at the time of editing.