Business processes management

Change the operation

Change the operation

You can change both standard operations and those that you created yourself.

If you change a standard operation, it will not update along with Saby. For example, improvements and new functions will not be applied to it. Therefore, after editing, you will have the opportunity to return to the standard settings.

Before editing an operation, make sure that there are no incomplete documents left.

  1. Go to the section with the operation, click , specify the name of the operation and the status «In process» or «Waiting for a reply».

    If the documents are not found, the operation can be edited. If there is one — it will be possible to change it only after the document flow is completed.

  2. Click and open the operation. Click «Change».
  3. Make changes, for example, add stages or configure transitions, and save the setting.

    If you have changed the term of an operation or stage, Saby will offer to apply it to existing documents.

    In tasks and documents where the deadline has already been postponed, specify the new dates manually.

After editing, the custom operation will have the icon , and for the standard operation it will change to .

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