How to Withdraw or Cancel a Document in PromoMats?
The State Behavior of Execute and having the Workflow: Start option enabled in the user's Permission Sets is required to start a workflow.
- Some Vaults allow to withdraw or cancel the documents by starting the required workflow from the Workflow Actions icon.
- Other Vaults allow users to withdraw or cancel the materials by simply clicking on the required state change (Cancel the document or Withdraw the Document) 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 Article: Why an Owner Cannot Start a Workflow in PromoMats?
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