Question:
How to cancel an active workflow in Vault?
Answer:
When a workflow is cancelled the document simply goes back to the previous state. The content, annotations and the document per se are not affected. The action is recorded in the Timeline View with a timestamp.
A workflow can be cancelled for many reasons, for example:
- The number of tasks or the task Role assigned to the workflow is incorrect.
- The workflow is no longer needed.
- The document needs further amends before proceeding with the workflow.
- The workflow was started by a user who is now unavailable/inactive. In this case, only the Company's Administrators can cancel it.
Workflow Owners or users with delegate access to the Workflow Owner's account can follow the below steps:
- Go to the Timeline view.
- Click the Menu (ellipsis) next the Workflow's name (not the menu next to the Task name).
- Click Cancel Workflow.
- A warning pops up, select Continue to cancel the workflow.
Note: An active workflow can be cancelled by an active Workflow Owner (the user who started that workflow) or by a user who has a Security Profile that grants the Workflow Administration: Cancel permission.
Related Documentation:
Vault Help Documentation: Using Document Workflows