Question:
How to Withdraw or Cancel a Document in Vault PromoMats and Medical?
Answer:
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 are 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- Some Vaults allow documents to be Withdrawn or Canceled by starting the required workflow from the Workflow Actions icon.
- Other Vaults allow documents to be Withdrawn or Canceled by clicking the Change State from the Workflow Actions icon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.
Related Documentation:
Knowledge Base: Why an Owner Cannot Start a Workflow in PromoMats?