Skip to main content
Mitratech Success Center
Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Removing a Workflow From the Dashboard

  1. Last updated
  2. Save as PDF
The Remove function lets you remove (delete) a workflow from the Workflow Dashboard.

The Remove function lets you remove (delete) a workflow from the Workflow Dashboard.

 

NOTE

Once a workflow record is removed it is completely deleted and cannot be brought back to the dashboard (only a database script can undo the removed record through our CCB process). If you would like to keep a record on the dashboard, use the cancel request option. 

 

To remove a workflow from the Workflow Dashboard:

  1. Locate the desired workflow in the Workflow Dashboard.
     
  2. Select TAP - removing a workflow (image 1).jpg Remove from the associated Actions menu.

removeworkflowrecord.PNG

  • A confirmation dialog displays the message "Are you sure you want to delete selected record?"

clipboard_e52753256e69c8341a94eaaec76db6980.png

3. Click the YES button on the confirmation dialog to complete the deletion. (Click the No button to cancel the deletion and retain the workflow in the Workflow Dashboard.)

  • The confirmation dialog closes and the Workflow Dashboard refreshes with the selected workflow removed from the list. 
  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    How-to
  2. Tags
    1. Actions
    2. Dashboard
    3. delete record
    4. remove
    5. TAP