Edit a Task or Process
Changes to a task or process are made in a Sandbox environment by administrators and developers and then promoted to the next environment in the promotion path. Note that you cannot edit tasks and processes directly in a Production environment.
To edit a task or process, select it in the Projects tab and select Edit. Make the necessary changes to the task, process, or data flow, then save your updates.
If a user in View mode moves among the tabs of a task while it is being edited, the system displays a message that the task may have changed. Closing the data flow and refreshing the list on the Projects tab shows the updated task.
If a user in View mode moves among the tabs of a process while it is being edited, the user sees the current version of the process, including the changes.
You may see the following icons in the Promoted column:
The version of the task or process in this environment has
been promoted to the next environment in the promotion path and the versions match.
The version of the task or process in this environment has
been modified after being promoted and therefore does not match the version in the next environment in the promotion path. You must
promote the modified task or process to the next environment for them to match.
Therefore, after editing a task or process, move the modified version to the next environment in your promotion path when you are ready by promoting it on the Projects tab. Promote the tasks within a process before promoting the process itself.
When you change the name of a task or process that has already been promoted, the name change is immediately sent to the next environment in your promotion path, even when there are other changes to that task or process that require promotion.
A change to the description of a task or process is not flagged with the
icon. If you want the description in your environments to match, you
should repromote the task or process.If your environment uses suborgs, you should make changes to tasks and processes in the highest org and promote the changes through your org structure. Making a change in an org that is midway through your org structure increases your risk of inconsistent behavior because the change would not appear in the higher level orgs.
Unlocking a Task or Process
If a task or process that you need to modify is currently being edited by another administrator or developer, it will appear locked. Administrators can choose Unlock from the More Actions menu and, after accepting the confirmation messages, can edit the task or process. Unlocking must be used with caution however, as users simultaneously saving changes can cause conflicts. Unlock a task or process only if you cannot unlock it another way and when you know that the other person editing the task or process will not save any changes.