Edit a Property

Summary

This article walks you through how to edit a property.

Use Case

At Classics Inc., a company admin edits the Contract Value property to update its description and visibility. In Workflow Designer, the admin opens Properties and Conditions, chooses Edit property from the property menu, makes the changes, and saves.

Permissions

Features	Workflow Designer
Permissions	Only admins can edit existing property names, descriptions, formulas, and visibility. These changes apply to all instances of the property.

Only admins can update property names, descriptions, formulas, and visibility. Non-admins can’t update existing properties, but they can still create new properties or add existing ones to workflow configurations. Contact your admin to upgrade your role to Ironclad Administrator if you need to edit properties.

Warning: Updates will apply retroactively to all instances of a property’s usage. This includes any existing workflow configurations, workflows in progress, records, and filters associated with the property you’re editing.

Log into your Ironclad account.
Click the Workflow Designer tab.
Select the workflow configuration you’re updating.
Click the Properties and Conditions tab in the Attributes panel on the left.
Hover over the property you want to edit and click the More options icon (vertical ellipsis) to the right.
Click Edit property.
Update your property.
Click Save in the Edit property panel.

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