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. Navigate to Settings and select Workflows in the secondary navigation menu:Settings tab in left navigation with Workflows selected in secondary menu.

  2. Click the gear icon next to the Workflow you wish to edit: Gear icon next to workflow.

  3. Select the Delete button (trash can icon) next to the step you wish to remove: Trash can icon next to workflow step.

    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.