Knowledge BaseHow to use Autopilot Process SetupHow do I change the title of a workflow?

How do I change the title of a workflow?

In order to change the title of a workflow, you will need to access the Setup Lander.

To access the Setup Lander view: How do I access a process I want to Edit

Step 1: Changing the title of a workflow

  1. Click on Settings
  2. Click on the text box, "what title should be displayed on the initiate tab" and change the title as required
  3. Click on Save to save the changes you made

Not sure if you should "Test this Process" or "Publish to Live" yet? See What is the difference between TEST THIS PROCESS and  PUBLISH TO LIVE?

View the Title change on the Initiate/ Test tab on the Dashboard

If you Published your process once you have made the change, you will find the updated Title once you click on the Initiate Tab on the Dashboard.

If you still Testing your process once you have made the change, you will find the updated Title once you click on the Test Tab on the Dashboard.