Manage scenarios

You can edit or delete a scenario from a workspace, or create a new scenario from an existing scenario.

Note: If the scenario uses a template, it's not updated automatically if the template is updated. To apply the updated template, edit the scenario to re-select the template and then save your changes.

Edit a scenario

  1. Ensure that the required workspace is on the Workspace toolbar.
  2. Hover over the workspace to view the Workspace menu.
  3. Under Workflows click Scenario List.
    The Scenarios List page opens. It lists all existing scenarios.
  4. Either click the scenario’s name or click Edit.
    The scenario opens on the New Message page.
  5. Make your changes and click Save Scenario.

Delete one or more scenarios

  1. Ensure that the required workspace is on the Workspace toolbar.
  2. Hover over the workspace to view the Workspace menu.
  3. Under Workflows click Scenario List.
    The Scenarios List page opens. It lists all existing scenarios.
  4. Select the check box beside the scenarios you want to delete.
  5. Click Delete Scenario.

    6. Note: If you're deleting only one scenario you can simply click the Delete link beside it instead.

  6. Click OK in the message to confirm your action.

Create a new scenario from an existing scenario

You can open an existing scenario and save it with a new name to create a new scenario.

  1. Ensure that the required workspace is on the Workspace toolbar.
  2. Hover over the workspace to view the Workspace menu.
  3. Under Workflows click Scenario List.
    The Scenarios List page opens. It lists all existing scenarios.
  4. Either click the scenario’s name or click Edit.
    The scenario opens on the New Message page.
  5. Make any required changes to the scenario.
  6. Click Save Scenario As.
    The Save Scenario As dialog opens.
  7. Enter a new scenario name (maximum of 30 characters, including spaces).
    Make it descriptive and easy to differentiate from other scenarios.
  8. Enter a new scenario description.
  9. In the Permissions field select an option:
    • Everyone: Select this option to allow all users with access to the active workspace to perform actions on the scenario (as defined in their Whispir role permissions). For example, View, Edit or Delete.
    • Selected Users: Select this option to choose specific users who can perform actions on the scenario.
  10. Click Save.

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