How To Disable a Workflow Instance

For clients with Competitive Award Management or Workflow

The Workflow module allows clients to build customized workflows to match business processes. Workflow instances are comprised of queues (phases or stopping points) and actions. For more information about the Workflow module, see the AmpliFund Workflow User Guide.

Prerequisite: Workflow instance cannot be in use.

Disabling a workflow instance removes it from the Workflow Instances list. Disabled workflow instances can be enabled at any time.

1. Open Administration>System Administration>Workflow.
2. Click the  (Edit icon) next to a workflow instance name.
   
3. In the Record Information section, select Disabled from the Status dropdown.
   

4. Click Save.