This article will walk you through how to delete workflows individually and in bulk.
If you are a company administrator, you can permanently delete a workflow, removing the workflow, its metadata, and Repository record from Ironclad. The workflow must be canceled before you delete it. If you currently use the Ironclad Salesforce Integration, the workflow object in Salesforce will not be deleted. This action cannot be undone. You cannot recover a deleted workflow.
Delete Workflows
There are a couple of different paths to delete workflows:
From the Workflow Page
- Cancel the workflow you want to delete.
- On the workflow’s page, click the three stacked dots located next to the workflow’s name.
- Click Delete Workflow.
- Select the checkbox to confirm you want to delete the workflow, and then click Confirm.
Individually/In Bulk on the Dashboard
- Cancel the workflow you want to delete.
- On the Dashboard, select the workflow you want to delete.
- Click the three stacked dots located next to the workflow name at the top.
- Click Delete Workflow. This cannot be undone.