Select the workflows to change, inspect each proposed edit, and confirm which existing events should receive the update.
Why this matters
A workflow repeats work for the right event at the right time. Rae can prepare a complete draft quickly; your team then checks every starting condition, recipient, message, and task before publishing.
Before you start
Know the event or lead condition that should start the workflow and who should receive each action.
In Releventful
Click Automations & Operations > Manage Portal Templates, choose the event type and click Review existing events.
Set the date range, tick only the eligible events and proposed changes you want, then click Apply Selected Changes.
Open the results to see which events changed and which sent or completed items were protected.
A useful decision
A template or workflow change should not be assumed to rewrite every active event. Review the impact list and select existing events deliberately, especially when clients have already received a message.
Check the result
Preview a matching example and monitor the first live run. Confirm any message reached the intended person.
Important to know
A saved draft is not live. New items begin off for review. A published workflow can send real messages or create tasks when its conditions are met; existing events require their own impact review.