Deactivate a Workflow or Form

You can deactivate a workflow or form manually when required.

You may manually deactivate a workflow or form in specific scenarios, such as:

  • Error mitigation: In case of unforeseen errors, deactivation is a quick way to prevent a faulty workflow or form from impacting business processes. You can edit the workflow or form to correct errors and reactivate it.
  • Retire and replace: When a new, major version of the workflow or form is ready, you may need to retire the older version.
  • Maintenance: During system maintenance or troubleshooting, you can temporarily deactivate workflows and forms to prevent errors from system unavailability.

Deactivate a Workflow

Within a minor version family (for example, x.x.1), only one workflow can be active at a time. If version 1.0.1 is active and you activate version 1.0.2, the system automatically deactivates 1.0.1 and sets 1.0.2 as active.

  1. Open a project.
    1. In the navigation pane, select Projects.
    2. Select the project name.
  2. In the left toolbar, select Human in the loop Human in the loop icon.
  3. In the Workflow section, point to the workflow you want to clone, click Actions icon, and then select Deactivate.
  4. In the Deactivate workflow dialog, click Deactivate.

A confirmation message appears, indicating that the workflow has been submitted for deactivation.

Deactivate a Form

  1. Open a project.
    1. In the navigation pane, select Projects.
    2. Select the project name.
  2. In the left toolbar, select Human in the loop Human in the loop icon.
  3. In the Forms section, point to the form you want to clone, click Actions icon, and then select Deactivate.
  4. In the Deactivate form dialog, click Deactivate.
A confirmation message appears, indicating that the form has been submitted for deactivation.