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Delete a Draft Workflow Template

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Objective 

To delete a draft workflow template from the Company Workflows tool. 

Background

You can delete an unpublished workflow template in the draft status from the Company Workflows tool at any time. Published workflows can NOT be deleted. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company Workflows tool. 
      OR
    • 'Read Only' or 'Standard' level permissions on the Company Workflows tool with the 'Delete Workflows' granular permission enabled on your permissions template. 

Steps

  1. Navigate to the Company Workflows tool. 
  2. Locate the draft workflow template to delete in the Workflows table and click View. 
  3. Click the icon-delete-trash6.png icon.
  4. Click Delete.
    A GREEN banner appears to confirm a successful template deletion.