Delete an Approval Workflow

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

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 Configuration > Purchasing & Inventory > Company Settings).

An alternative to deleting a workflow is to make it inactive (select Inactive in the Status field on the General tab on 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, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Workflow > Approval Workflows.
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. On the dialog box that asks if you want to delete the current record, click Yes. The approval workflow is deleted.