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How to delete a Workflow?

  • Updated

To delete a workflow:

  1. Open up the Spend Management menu
  2. Select the Custom workflows option within the menu
  3. Select the workflow from the list you want to delete
  4. Click the bin icon on the top left of the pop up that appears
  5. A confirmation pop up will appear informing you that “This workflow will stop running. Any pending actions will be cancelled or revert to previous behaviour.” Click Delete.

 

Please note: 

  • It is not possible to bulk delete workflows at this time
  • If you delete a workflow while a request is pending it will either be cancelled or revert to the old behaviour:
    • Reimbursement - If there is a reimbursement pending approval due to a workflow rule and the workflow rule that triggered the approval is deleted, the reimbursement will need to be re-coded and will need to go through the budget rule approval process.
    • Bill - If there is a bill pending approval due to a workflow rule and the workflow rule that triggered the approval is deleted, the bill will need to be re-coded and will need to go through the budget rule approval process
    • Budget top-up - If there is a budget pending approval due to a workflow rule and the workflow rule that triggered the approval is deleted, the budget top-up request will be cancelled. The requestor will be notified by email that their request has been cancelled and will need to resubmit the budget top-up.