This topic provides the information on modifying a workflow and work type in TotalAgility Designer.

• You can modify a Quick Workflow solution in TotalAgility Designer using the Edit in advanced mode option provided that you have access to the TotalAgility Designer. Once the solution is modified, you can move back to the Quick Workflow designer using the Edit in Quick App.

  The option to move to the Quick Workflow designer is not available if you are editing a standard process.

• You can add any node type to a Quick Workflow in the TotalAgility Designer and save or release the process without breaking the solution. However, any unsupported nodes added via the TotalAgility Designer appear read-only with a name and type displayed in Quick Workflow.

• You can modify a work type in the TotalAgility Designer and the updates are applied to the Quick Workflow. When you reopen the solution in the Quick Workflow:

  • A message appears stating "The work type associated with the process has been modified since the process was last saved, the process is automatically being updated to reflect these changes."

  • Newly added fields are automatically added to the key data and the removed fields are removed from the key data for the solution.

  • The variables added in the work type (in the TotalAgility Designer) are available in the Quick Workflow; however, any unsupported variable types appear read-only in Quick Workflow designer.

• Any states added in the TotalAgility Designer are available for use in Quick Workflow; however, you must know that they exist and their correct names.

• You can add notes in the TotalAgility Designer and Quick Workflow.

• You can create data models in the TotalAgility Designer and use them in Quick Workflow.

• The document sets, roles, milestones, and process events are not available for use in Quick Workflow but any of these items added via the TotalAgility Designer and configured for activities are retained when the solution is re-published.

• All items generated when the solution is published are listed within the solution associations as hyperlinks. You can open and edit these items in the TotalAgility Designer.

To modify the Quick Workflow in the TotalAgility Designer, perform the following steps: