How to Withdraw or Cancel a Document in Vault PromoMats?
In order to start a workflow, the State Behavior of Execute in the Atomic Security for the State and having the Workflow: Start option enabled in the user's Permission Sets is required.
- Some Vaults allow documents to be Withdrawn or Canceled by starting the required workflow from the Workflow Actions icon.
- Other Vaults allow documents to be Withdrawn or Canceled by clicking on the state change from the Workflow Actions icon.
If a user cannot start the withdrawal or cancellation workflow, it is recommended to refer to the Knowledge Base (KB) article below.
Knowledge Base: Why an Owner Cannot Start a Workflow in PromoMats?