HELP CENTER NAVIGATION: Contents :: Workflow :: Delete a State from Workflow :: Text Tutorial
Delete a State from Workflow
When used correctly the workflow tool will improve communication efficencies.
Workflow is only available in eBMS Pro and Enterprise versions. To use workflow you must first enable workflow for the desired eForm by the administrator.
eBMS Pro Tip: To utilise the power of My eForms and improve your workflow and communications within the organisation, encourage all users to use workflow and My eForms reguarly.
eBMS Enterprise Tip: Use the scheduler to automate your procceses and workflow by scheduling triggered emails to send based on an event.
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| Step 1 |
Open up the Manage Workflow section via the Control Panel
Select an eForm from Select eForm Type.
Result: All States for Current Workflow List box will be filled by all the existing states of the workflow. |
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| Step 2 |
Select a state which needs to be Deleted. You can not Delete ‘Start’ and ‘Closed’ States.
Click Delete State button.
Result: A Select New State to Update dialog box appears. |
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| Step 3 |
Select a state from combo box and click Update State.
Select the new state for the current eForm Records that are using this state to be updated with.
Tip: Test if workflow is the state has been deleted within an eForm, return to the now workflow enabled eform. Look for the status dropdown menu to view your modified states. |
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Related Topics |
Add a State to Workflow
Enable Workfow
How to use Workflow in an eForm
Modify Existing State from Workflow
My eForms |
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