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MyChangeProcess Documentation
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Administration

Workflow templates and versions

Define reusable processes and publish the versions available to new requests.

Who can use it
SuperAdmin.
Where to find it
Workflow templates in the main navigation.

Step by step

  1. Open Workflow templates and inspect each template name, status, version, and task count.

  2. Create a template with a name and optional description, then open its editor.

  3. Configure the departments, tasks, dependencies, and required response fields.

  4. Publish the valid draft when it is ready for use by new requests.

  5. To revise a published template, open it and create a new version, then edit and publish that draft.

MyChangeProcess screen: Workflow templates and versionsEnlarge screenshot
Captured from a local synthetic demo in September 2026. All example data is fictional. Screenshots show the Czech interface.

What to know

Draft, published, and default

Drafts are editable. Publishing makes a version read-only. The default flag identifies the preferred workflow for new changes.

Existing cases

New requests receive a snapshot of a published version. Changing or publishing a later version does not alter the task graph already copied into an existing case.

Related guides

Create a request step by step Build a workflow: GATEs, tasks, and fields Departments and membership
MyChangeProcess user documentation. Examples contain synthetic demo data.
MyChangeProcess screen: Workflow templates and versions

Captured from a local synthetic demo in September 2026. All example data is fictional. Screenshots show the Czech interface.