5.2 Customizing an Existing Activity Library

After you create an activity library, you can add, delete, or customize the activities associated with it at any time.

To customize an existing library in the Workflow Designer:

  1. If you want to add new activities to the existing library, drag the activities you want from existing libraries to the design grid.

  2. If the library is already open, select it in the Library Browser.

  3. If the library is not already open, complete the following steps:

    1. On the Activity Library tab, in the Library group, click Open Libraries.

    2. On the Open Activity Library window, select one or more libraries, and then click OK.

  4. Configure the activities to suit your needs.

  5. Drag the customized activities from the design grid to the library.

  6. On the Activity Library tab, in the Library group, click Save Library.

  7. If the Save Activity Library As window displays, type a new name in the Name field.

    NOTE:When you customize a built-in library, you must change the name and save it as a new custom library.

  8. Click OK.