Cancel a Workflow

Why do this?

Canceling a workflow allows you to delete a workflow, including the its participants, data, documents, and attachments.

Who can do this?

• Admin

• Current Phase Owner

When can you do this?

A workflow can be canceled at any point in the active workflow.

Where can you do this?

• You can cancel a workflow by clicking the … (ellipsis) below the workflow header.

• The action, your name, and a timestamp appears in the workflow history.

• The reason for canceling appears in the Cancellation Reason column in the worklist. The column can be added via the Manage Columns widget.

How to Cancel a Workflow

• On the workflow page, click on the … (ellipsis).

• In the dropdown, select Cancel Workflow.

• In the modal, enter the reason for canceling.

• When finished, click Yes, cancel workflow. You’ll be returned to the worklist.

All data from the canceled workflow will be lost, and cancelation is irreversible.

Upon the cancelation of a workflow, the Phase Owner will receive an automated email notification, which includes the name of the user who canceled the workflow and the reason for cancelation.