Workflows

Can I change the workflow type after it's been created?

Last updated: December 16, 2016

Available For:

Marketing: Pro, Enterprise
Sales: N/A

No. Once a workflow is created and you get to the Actions menu to begin building your workflow, you won't be able to change the type of workflow it is.

There are three types of workflows you can choose when you create a workflow:

  • Standard
  • Fixed Date
  • Property Based

You'll need to create a new workflow if you've already created a workflow with a different type than you want.