Deactivating and reactivating workflow configurations | VDRPro

  • Updated

Product: VDRPro
Applies to: Users with the Manager Plus role
 

Once a workflow configuration is activated, you can deactivate it. Approvers will be able to approve or reject any documents that were routed to them, but requestors will not be able to use this configuration to route any additional documents unless you reactivate the configuration.

If you need to use a workflow configuration again, you can reactivate it.

I want to

  • Stop requestors from using a workflow configuration
  • Reactivate a workflow configuration

Steps

Deactivating a workflow configuration

  1. Click gear_icon.png Settings in the upper right corner of the screen, then select Exchange Settings.
  2. In the Advanced Settings section, select Workflow.
  3. Click Configure.
  4. In the Request Type column, click the workflow that you want to deactivate.
  5. In the Workflow Configuration > Request Approval panel, click Deactivate. The Workflow Configuration panel is redisplayed, and your configuration is displayed with an Inactive status.

The configuration is deactivated. The requestors who are assigned to the configuration can no longer create new workflow instances using this configuration, but approvers can finish any document approvals that are in progress.

Reactivating a workflow configuration

  1. Click gear_icon.png Settings in the upper right corner of the screen, then select Exchange Settings.
  2. In the Advanced Settings section, select Workflow.
  3. Click Configure.
  4. In the Request Type column, click the workflow that you want to reactivate.
  5. In the Workflow Configuration > Request Approval panel, click Activate. The Workflow Configuration panel is redisplayed, and your configuration is displayed with an Active status.

Additional information

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