Collaboration & Workflow

Deleting and Modifying Existing Form Workflows

Last Updated: Jul 08, 2016 09:18AM PDT


You will sometimes want to delete or modify an existing workflow automation event. There may be many reasons for this -- perhaps there has been a change in your workflow process, or a new supervisor was recently hired.

Workflow automation events are managed in the Manage Template Events window. To open this window, navigate to the Templates Tab and click the name of the form template that contains the automated workflow that you want to modify or delete. This will launch the Template Editor. Click the Manage Events link at the top of the editor to open the Manage Template Events window.
 

 

  • To delete a workflow event, click on the desired event in the event list area at the top of the window, then click the Delete button.
  • To modify a workflow event, click on the desired event in the event list area, then follow the steps for creating a new automated workflow.

 

 

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