For the complete documentation index, see llms.txt. This page is also available as Markdown.

Deleting or Disabling a Workflow

Disabling a Workflow

It is possible to disable a workflow regardless of its publication status. Disabling means that the workflow is no longer available in the Make a Request dashboard and cannot be used by end users. However, the disabled workflow can still be edited in the Workflow Builder.

To disable a workflow:

1

In the Workflow Builder module, locate the workflow you want to disable.

2

Select the workflow record

Clicking the workflow record opens the side panel with workflow details.

3

Open the workflow editing view

Click the edit or view icon next to any available workflow version. This opens the workflow in edit mode.

4

Deactivate the Active Button

To disable the workflow, toggle the Active button.

The workflow disappears from the Make a Request dashboard.

Deleting a Workflow

You can delete a specific workflow version or remove the entire workflow, including all its versions.

Delete a Workflow Version

1

Go to the Workflow Builder module

In the Workflow Builder module, locate the version of the workflow you want to delete.

2

Select the workflow record

Clicking the workflow record opens the side panel with workflow details and version history.

3

Under the Actions menu, select Delete

Find the workflow version you want to delete. Click the three dots icon and select Delete from the list. This deletes the version. Deleted workflow versions cannot be retrieved.

You cannot delete a published workflow version.

Delete a Workflow

1

Go to the Workflow Builder module

Locate the workflow you want to delete.

2

In Actions, click the Bin icon

Select the workflow you wish to delete. In the Actions column, click the Bin icon. Deleted workflow versions cannot be retrieved.

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