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## 15.3.2 Edit Custom Workflow

This topic describes the systematic instruction to Edit Custom Workflow option.

Using this option, bank administrator can edit the custom bundled application. The workflow will be automatically activated upon creation.

To edit the bundle application workflow:

1. Navigate to the above paths.
   The Origination Workflow Configuration screen appears.
2. The custom workflow is visible on the main screen adjacent to the default workflow.
3. Click the cards marked with icon and drop to the area where it needs to be placed in workflow.

   Note:

   You can click icon to and enable or disable the an optional step from the application flow if not required.

   Figure 15-5 Origination Workflow Configuration - Customize Bundle Workflow

   Description of "Figure 15-5 Origination Workflow Configuration - Customize Bundle Workflow"
4. Click on the View Updated Workflow link to select the product categories and application stages flow in bundle application.
   The Proposed Application Flow overlay screen appears.

   Figure 15-6 Proposed Application Flow

   Description of "Figure 15-6 Proposed Application Flow "

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 15-6 Proposed Application Flow - Field Description

   Field Name | Description
   --- | ---
   Product Categories | Displays the product categories offered by the bank in card form. The User can select the product categories to view the sequence in which the sections of the bundled application form will appear if these products are selected by the customer in the bundled application. The user can select maximum of 3 product categories.
   Application Flow | Displays the default application flow for the bundle application that comprises of the selected product categories.

   1. In the Select Product Categories to see Application Flow field, select the checkbox against the product category card which you wish to add in Bundle application, and whose application workflow to configured.
   2. Click OK to add the product categories to bundle application.

   Note:

   Click Reset to enable editing the workflow.
5. Perform anyone of the following actions:
   - Click Submit to save the transaction.
   - Click Cancel to cancel the transaction.
   - Click Back to navigate to the previous screen.

Parent topic: Bundle Application