After you set up a Sheetgo workflow, you might need to change your connection's existing structure. The source file might change, you might need to change the destination, or even add a new data processor in the middle. You can easily edit any of your connections from inside the workflow view, so you won't have to start a new connection from scratch every time there's a change to the files or the specific needs of that connection.

To start editing your connections open your workflow and select the View Connections option on the Overview page.

This will open the Connections and files sidebar. Find the connection that you need to edit and click on the three dots (⋮) next to it.

On the new dropdown menu select the option Edit.

This will open the setup page of the connection you choose. From here you can edit the Source, Data processor, or Destination of the connection.

To edit your source file, hoover open the Source box and click Edit at the right.

Now you can opt to:

If your connection doesn't have a data processor you can add a new one by clicking on the + Add data processor icon.

If your connection already has a data processor hover over its box and click on Edit.

You can either change the specification of the selected data processor or click on the Change step to redo and select a new data processor entirely.

To edit your destination file, hover open the destination box and click on Edit on the right side.

Now you have the option of:

At the Destination step, you can also opt to Add a new step to generate a PDF or send the destination file via email.

When you have completed the changes you need to make click on Save Changes.

This will open a new dialog box asking if you want to run to workflow now or later to update the information in your spreadsheet. We recommend running the workflow now to check if the new connection is working as you wanted.