Follow these steps to delete a request in a workflow:
Step 1: Navigate to Workflow Setup
From the Dashboard, click on “Workflow Setup” in the left panel to access your list of workflows.
Step 2: Select the Workflow
Click on the name of the workflow in which the request exists. This will open the workflow diagram.
Step 3: Click the Initiator Step
In the workflow diagram, click on the box labeled “Initiator.”
Step 4: Enable Delete Control
After selecting the Initiator step:
- On the right-hand side, scroll down to locate the toggle labeled “Delete Control.”
- Turn this toggle ON.
- Click “Save” at the bottom of the panel.
Step 5: Open the ‘Workflows’ Page
Return to the main menu and click on “Workflows” in the left panel (outside of Setup).
Step 6: Select the Request ID
Locate the Request ID you wish to delete and click on the ‘Delete button’ to permanently delete the request.
Note: Once a request is deleted, it cannot be retrieved. Please ensure you’re deleting the correct request.