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How do I remove a person from a workflow?

Describes the various ways to remove a person from any workflow they are in.

You will need the Full Write Workflows permission or be a Workflow Manager on the associated workflow to complete this process.

From Person's Profile

Navigate to the person's profile and click on the Involvement tab and then on the Workflows subtab. A list of all the workflows they are in will appear.

From Queue Listing

Click on Automation > Workflows from the left hand navigation, and then click the Queues tab. A table will appear showing you each person and the workflow task they are currently in (could be multiple rows for the same person).

You can click the 3-dots menu at the front of the row for the person you want to remove from the queue, just like the instructions above for removing them from their own profile. Or you can select multiple people and use the Bulk Actions button to remove multiple people at once.

From the Workflow

Navigate to the workflow which contains the person you want to remove and click on the People tab. The list of people currently in the workflow will appear. Click on the 3-dots menu at the front of the row for the person you want to remove and then select Delete. Alternatively, you can select multiple people to remove and use the Bulk Actions button.

A confirmation message will appear. Type the phrase that appears and click Confirm Delete to finish.

Helpful Tip

  • Removing the person from the workflow will not delete them from the system. The person's profile will remain.

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