Cancel workflows
A workflow can be cancelled in 2 different ways:
- From the Workflow Homepage
- At Client and Contact level in the workflow tab. (see Cancel Workflows)
Workflow homepage
From the Workflow homepage tick the workflow(s) to be cancelled and right click on the client name:
Select Cancel Workflow to remove the workflow. A confirmation prompt appears:
Note: When a workflow is cancelled, the outstanding Central task is automatically flagged as completed.
Cancelled workflows can be viewed by selecting "Cancelled Workflows Only" from the Workflow Status control.
