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Editing an existing process

🔒 Required permissions
  • Viewing a process detail page requires ck:GetKit.
  • Editing steps and content requires ck:GetKit and ck:UpdateKit. Without ck:UpdateKit, the Edit button appears as Forbidden.
  • Deleting a process requires ck:GetKit and ck:DeleteKit.

Open a process from the list to access its detail page. The detail page contains several tabs:

  • Overview: description, metadata, data freshness summary, and latest executions
  • Steps: a read-only preview of the process steps and their structure
  • Executions: history of past executions for this process
  • Data: data sources and files associated with the process
  • Permissions: process-level role assignments
  • Tasks: tasks linked to this process

Process detail page showing the Overview tab Process overview tab.

Editing process information​

To update the process title, category, or description, open the ⋮ menu on the detail page and select Edit process information. A modal appears with three fields:

  • Title ; the name displayed in the process header and lists
  • Category ; groups the process within a business area (for example, Business Continuity)
  • Description ; a short summary shown in the process header; this field is optional

Edit process information modal Edit process information modal.

Click Save to apply, or Cancel to discard.

Edit process steps​

Click Edit from the steps tab. You are taken to the process editor, where you can modify steps and their content.

Draft auto-save​

The editor automatically saves a local draft of your changes as you work. If you navigate away and return, a recovery modal appears offering to restore your unsaved draft or discard it. This is solely stored in your browser. Opening a session in another browser will not give you these recorded draft changes.

If the saved process changed remotely while a local draft existed, the recovery modal shows an additional warning, since restoring the stale draft risks overwriting those newer changes.