Delete an Approval Workflow

When you delete an approval workflow, it is permanently removed.

You can delete an approval workflow only if no approvals have been processed with it and only if it is not currently specified as the approval workflow for an application (on the General and Inventory tabs in Settings > Purchasing & Inventory > Company).

An alternative to deleting a workflow is to make it inactive (select Inactive in the Status field on the General tab of the Approvals Configuration form). This prevents it from being used; however, you can change it back to Active at any time.

To delete an approval workflow:

  1. On the Navigation menu, click Settings > Workflow > Approval Workflows in the desktop application.
  2. In the Search field on the Approvals Configuration form, select the approval workflow to delete.
  3. On the toolbar of the Approvals Configuration form, click Delete.
  4. In response to the confirmation prompt, click Yes to delete the approval workflow.