Removing and adding workflows

Users who have been assigned the Manager role or higher for an item type can choose to add or remove workflows on individual items that they have been assigned Manager access or higher.

  1. To add a workflow on a non-workflowed item:
    1. Create or open a draft item in edit mode.
    2. Click Add Workflow.
    3. A workflow section is added to the form. Select a workflow to use.
    4. Save the item.
  2. To remove a workflow on an item using a multiple-stage workflow:
    1. Create or open a draft item in edit mode.
    2. Click Remove Workflow.
    3. The workflow section is removed from the item form.
    4. If you click Save the item is saved in draft mode and the workflow is not removed from the live item until you publish the draft.
    5. If you click Save and publish the published item is saved and no longer requires a workflow.
  3. You cannot create drafts of items that use a single-stage workflow. To remove a workflow on an item using a single-stage workflow:
    1. Create or open an item in edit mode.
    2. Click Remove Workflow.
    3. The workflow section is removed from the item form.
    4. If you click Save the published item is saved and no longer requires a workflow.
    5. If you click Save as Draft the workflow is not removed from the live item until you publish the draft.