Make an Approval Workflow Inactive

An alternative to deleting an approval workflow is to make it inactive.

When it is inactive, it cannot be used for processing approvals. However, it remains in Vision, and you can make it active again if needed.

You can make an approval workflow inactive only if it is not currently specified as the approval workflow being used for an application. To see if an approval workflow is currently being used by an application, check the General and Inventory tabs in Configuration > Purchasing & Inventory > Company Settings.

To make an approval workflow inactive, 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 make inactive.
  3. In the Status field on the General tab of the Approvals Configuration form, select Inactive from the drop-down list.
  4. Click Save on the Approvals Configuration form toolbar.