This guide explains which changes are reflected in existing cases and workflows, and which changes only apply to newly created or manually updated items.
Things That Update on existing workflows
Cases
Rules
- Case Rules can be added or updated retroactively. Rules are dependent on the To Do / Milestone names matching. I.e. if you change the name of the To do or Milestone, the rules will no longer work.
Case Details & Entities
- Detail fields and Entities (Document roles) can be updated on the Edit Workflow page.
Milestones
Documents
- Milestone Documents can be pushed to workflows where the Milestone names/ID’s match except for cases created before 2020.
Things That Don’t Update
Cases
The following changes do not update existing cases:
- Workflow name
- Marking a workflow as “Internal Only”
- Document Tags for folders in Case Documents
Milestones
- Addition or removal of milestones
- Milestone name changes
- Icons
- Percentage of contribution
- To Do’s
- Action Buttons
- Durations
- Predecessors
Quick Reference
| Area | Updates? | Notes |
|---|---|---|
| Case Rules | ✅ Yes | Can be added/updated retroactively; relies on matching To Do/milestone names |
| Details & Entities | ✅ Yes | Only on the Edit Workflow page |
| Milestone Documents | ✅ Yes | Pushes to workflows when Milestone IDs match; limitations may apply to older cases |
| Workflow name | ❌ No | Does not update on existing cases |
| Internal Only checkbox | ❌ No | Does not update on existing cases |
| Document Tags | ❌ No | Does not update on existing cases |
| Add/remove milestones | ❌ No | Does not update on existing cases |
| Milestone name | ❌ No | Does not update on existing cases |
| Icons | ❌ No | Does not update on existing cases |
| Percentage of contribution | ❌ No | Does not update on existing cases |
| To Dos | ❌ No | Does not update on existing cases |
| Action Buttons | ❌ No | Does not update on existing cases |
| Durations | ❌ No | Does not update on existing cases |
| Predecessors | ❌ No | Does not update on existing cases |