Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

Delete a Workflow Step

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This article will show you how to remove a step from a workflow in the HCMS.

Important Note

Deleting a step will also remove the status as a transition from other steps on the workflow and you will be unable to use this status on the workflow.

Who can use this feature?

Owner | Developer

Instructions

  1. Sign in to your site

  2. Navigate to Settings and select Workflows in the secondary navigation menuSettings menu displaying Workflows.

  3. Click the gear icon next to the Workflow you wish to editUser interface showing events section with options to add a workflow.

  4. Select the Delete button (trash can icon) next to the step you wish to removeInterface showing archived and declined statuses with delete options for each entry.

    Note:

    This will also remove this status as a transition on other steps on the workflow and you will be unable to use this status on this workflow.