If workflow template change management is active, you must check out a workflow template to make changes to the workflow template.

You check out a workflow template in an environment. Each user in this environment can make changes to the checked-out workflow template. If a workflow template is checked out, it cannot be checked out in another environment.
You can only check out the latest workflow template change set. If you check out a workflow template and the active change set is not the latest change set, you can choose to first get the latest change set. If you do not get the latest change set, the workflow template is not checked out.

Standard procedure

1.	Go to Data entry workflow > Design > Data entry workflow templates.
2.	In the list, find and select the desired workflow template.
3.	On the Action Pane, click General.
4.	Click Check out.
5.	You can run 'Check out' in the background. So, while the workflow template is checked out, you can continue with other activities in the environment.
	Select Yes in the Run in background field.
6.	Click OK.
	Note: If you check out a workflow template and the current change set is not the latest change set, you can choose Yes to first get the latest change set. If you choose No, you do not get the latest change set and the workflow template is not checked out.