Question:

How to cancel an active Workflow in PromoMats? 

Answer:

An active workflow can be cancelled by an Active Workflow Owner (the user who started that workflow).

There are a number of reasons why the workflow should be cancelled, for example:

• The workflow is started by an individual who has left the company. In order to progress the document, the workflow must be stopped and restarted by a new owner.
• The workflow is assigned to the wrong reviewer(s) and the particular Vault does not allow an individual to reassign the tasks. 
• The workflow owner realizes that the wrong workflow is started. 

There are two ways to cancel the workflow:

• The workflow can be cancelled from the Show Active Workflow page: 
  
  
  
  
• The workflow can be cancelled from the Timeline view:
  
  

The user receives the following warning: 



Select Continue to cancel the workflow. 

Related Documentation:

• Vault Help Documentation: Using Document Workflows
• Youtube Channel: How To Cancel An Active Workflow in PromoMats