Change a workflow that is in progress

Certain workflows may allow you to make changes to workflow settings while a workflow is in progress. The Approval and Collect Feedback workflows that are included in Microsoft Office SharePoint Server 2007 support certain modifications to a workflow that is in progress. Both of these workflows allow you to update the task information or the list of participants for a workflow in progress.

What do you want to do?

Update the active tasks for a workflow

Add or update the participants

Update the active tasks for a workflow

To change a workflow in progress, you must be the person who started the workflow or have the Manage Lists permission.

  1. If the list or library that contains the item for which you want to update a workflow is not already open, click its name on the Quick Launch.

    If the name of your list or library does not appear, click View All Site Content, and then click the name of your list or library.

  2. Point to the document or item involved in the workflow, click the arrow that appears, and then click Workflows.

  3. Under Running Workflows, click the name of the workflow that you want.

  4. Under Workflow Information, click Update active tasks.

  5. On the Modify Workflow page, update the task due date or the task instructions, and then click OK.

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Add or update the participants

This option to add or update participants for a workflow in progress is available only if the workflow is configured to support updates when it is added to a list, library, or content type. To change a workflow in progress, you must be the person who started the workflow or have the Manage Lists permission.

  1. If the list or library that contains the item for which you want to update a workflow is not already open, click its name on the Quick Launch.

    If the name of your list or library does not appear, click View All Site Content, and then click the name of your list or library.

  2. Point to the document or item involved in the workflow, click the arrow that appears, and then click Workflows.

  3. Under Running Workflows, click the name of the workflow that you want.

  4. Under Workflow Information, do one of the following:

    • To add or change approvers for an Approval workflow, click Add or update approvers.

    • To add or change reviewers for a Collect Feedback workflow, click Add or update reviewers.

  5. Under Add or update participants, type the names of the participants whom you want to add, or click To to select people or groups from the directory service.

  6. If you want to assign the workflow task to one or more groups, and you want to assign only one task to each group, select the Assign a single task to each group entered (Do not expand groups) check box.

  7. Type any comments that you want to include with the task.

  8. Under Due Date, specify the due date information that you want.

  9. Click Update.

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