Editing an Active Workflow

Bernard Nemis
Bernard Nemis
Tenth Anniversary Kudos 2 Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Hello, Everyone.

Is there a way to edit an already active workflow? Seems strange to create a new workflow if you just want to add a new fund id. Is there a work around (ie. Selecting an existing list instead of criteria)?

Thank you.

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Bernard Nemis - Unfortunately, there is no viable workaround. You'll need to stop the existing workflow, copy it (and all components, if sending email/s) and republish it again with the addition.

    If this option becomes too much, with the band-aids, limitations, hoops you have to jump through etc. I recommend you take a look at Power Automate - it's a much more powerful tool that has a true ability to automate your use case and best part - you can edit an automation after publishing it. ?

  • Bernard Nemis
    Bernard Nemis
    Tenth Anniversary Kudos 2 Name Dropper Facilitator 1

    @Austen Brown Thanks, Austen. I appreciate your feedback. I figured it would be that way, but wanted to ask the experts just in case I am missing something (ie. permission to edit at the back end). I love the idea of automating and optimizing things. My hope is to get there soon enough, but still want to be able to experience fully what these NXT features are. Kind of wanting to step on the first rung first before being able to skip steps confidently. ")

    Your knowledge is always appreciated!

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