Difference between revisions of "Deleting a workflow template"

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{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online and partial offline}}
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{{Requirements|UserLevel=Operation administrator and higher|Connectivity=Online only}}
  
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This document describes how to delete a workflow in the infoex system.
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This document describes how to delete a workflow in the InfoEx system.
  
 
==Background==
 
==Background==
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A workflow links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Workflows are custom designed for each operation. Each operation must also manage their own workflows. This document provides information on how to delete a workflow that has been previously created.
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A [[Definitions#WorkflowTemplate|workflow template]] links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Workflows are custom designed for each operation. Each operation must also manage their own workflows. This document provides information on how to delete a workflow that has been previously created.
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The following information assumes you are logged in to the InfoEx application and you have selected an operation (if you have more than one valid operation).
 
  
 
==Step-by-step description==
 
==Step-by-step description==
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|login to the infoEx system with an account that has Operation Administrator privileges.
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|[[File:SelectManageWorkflowDefinition.png|300px|thumb|right|Fig. 1: Select Manage Workflow Definitions]] Under the WORKFLOWS menu select 'Manage Workflow Definitions'
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{{Note|Deleting a workflow template will mean that you no longer have access to the historical workflow views of submitted workflows. Whilst any data entered in the workflows that appear in reports will not be deleted you will no longer have access to the proprietary freeform workflow modules or workflow summaries. Therefore it is generally recommended that workflow definitions that have been used are not deleted. You can rename and reorder them to keep current workflows most visible and useful only deletes the template itself.|NoteWithImage}}
 
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|class="StepNum" | 2.
 
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|If you are enabled in more than one operation you must select an operation on the first screen after logging in.
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|Find the workflow that you want to delete in the list of workflows in the left panel of the screen under the 'Workflows' section title.
 
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|[[File:SelectManageWorkflowDefinition.png|300px|thumb|right|Fig. 1: Select Manage Workflow Definitions]] Under the Menu Workflows select 'Manage Workflow Definitions'
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|[[File:SelectDeleteWorkflow.png|300px|thumb|right|Fig.2 : Deleting a workflow]] Click on the [[File:ButtonTrash.png]] button on the right side of the label of the workflow you would like to delete and confirm your decision to permanently delete the workflow by clicking {{ButtonGrey| Yes}} in the 'Confirm Delete' dialog box.  
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{{Note|Deleting a workflow template only deletes the template itself. Any observations and assessments that had been entered through this workflow template will be preserved in the InfoEx system.|NoteWithImage}}
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|class="StepNum" | 4.
 
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|Find the workflow that you want to delete under 'Workflow'. To the right of the workflow name are two small icons that allow management of that specific workflow
 
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|class="StepNum" | 5.
 
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|[[File:SelectDeleteWorkflow.png|300px|thumb|right|Fig.2 : Deleting a workflow]] Select [[File:ButtonTrash.png]] to open the 'Confirm Delete' dialog box. By selecting {{ButtonGrey| Yes}} the workflow will be deleted permanently. Select {{ButtonGrey|No}} or [[File:ButtonDelete.png]] to cancel this action with no changes to the workflow.
 
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==Related documents==
 
==Related documents==
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* [[Creating a workflow template]]
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{{PagesWorkflowAdmin}}
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* [[Editing a workflow template]]
 
  
 
==Functionality tested by==
 
==Functionality tested by==
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* Date: Nov. 15, 2013 / John Kelly / QA Server / Version 3.0.0
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* Dec. 24, 2013: Pascal Haegeli
  
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[[Category:Workflows]]
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[[Category:Super User]][[Category:Operation Administrator]][[Category:Workflows]][[Category:Version 3.4.0]]

Latest revision as of 14:05, 27 May 2019

REQUIREMENTS
Permission Operation administrator and higher
Connectivity Online only

This document describes how to delete a workflow in the InfoEx system.

Background

A workflow template links together user-specified tasks into a logical order so that users can repeatedly move through the same steps. Workflows are custom designed for each operation. Each operation must also manage their own workflows. This document provides information on how to delete a workflow that has been previously created.

Step-by-step description

1.
Fig. 1: Select Manage Workflow Definitions
Under the WORKFLOWS menu select 'Manage Workflow Definitions'
NOTE Deleting a workflow template will mean that you no longer have access to the historical workflow views of submitted workflows. Whilst any data entered in the workflows that appear in reports will not be deleted you will no longer have access to the proprietary freeform workflow modules or workflow summaries. Therefore it is generally recommended that workflow definitions that have been used are not deleted. You can rename and reorder them to keep current workflows most visible and useful only deletes the template itself.
2. Find the workflow that you want to delete in the list of workflows in the left panel of the screen under the 'Workflows' section title.
3.
Fig.2 : Deleting a workflow
Click on the ButtonTrash.png button on the right side of the label of the workflow you would like to delete and confirm your decision to permanently delete the workflow by clicking Yes in the 'Confirm Delete' dialog box.
NOTE Deleting a workflow template only deletes the template itself. Any observations and assessments that had been entered through this workflow template will be preserved in the InfoEx system.

Related documents

Functionality tested by

  • Dec. 24, 2013: Pascal Haegeli
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