Edit a transaction workflow rule
- Log in to Sage Construction Management as an Admin.
- Go to Settings > Workflow > Contract Admin & Procurement.
- In the Workflow Rules section, use the View, Module, and Feature options, if needed, to filter the listing.
- Select the appropriate rule name from the list.
- In the Rule Set Details page, you have the following options:
- Update the Rule Name, Rule Description, and Active status, as needed.
- Select Edit Work flow and update the rule definition, expression, or approvers, as needed.
- Select Save.