This article will walk you through how to delete workflows individually in Ironclad.
This functionality is only available 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.
You can cancel workflows in two ways: from the workflow overview page or individually on the dashboard.
You must cancel workflows individually. You cannot bulk cancel them.
Note for Salesforce Users
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.
From the Workflow Page
- Cancel the workflow you want to delete.
- Click on the workflow you want to delete. A summary window displays on the right.
- In the summary window, click Open overview page indicated by a two arrows icon.
- 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.
- Click the Dashboard tab, and then select the workflow(s) you want to cancel. A menu displays at the bottom of the window.
- Click Delete > Delete cancelled workflows. This cannot be undone.
- Add a comment describing why you are canceling the workflow, and enter "I am sure I want to delete this 1 workflow" to confirm.
- Click Delete workflows. The workflow owner is notified unless they are the one deleting it.