Prerequisites
Privileges
Privilege | Description |
Manage Workflow Rules | The Manage Workflow Rules role privilege is required on the project where the workflow instance is to be cancelled. For more information, see Role Privilege and Their Impact. |
How Do I Cancel a Workflow Instance in Progress?
Open the workflow instance.
For more information, see Check Progress on a Workflow Instance.
Locate the node where the workflow is currently in progress.
Right-click the node.
Select Cancel Workflow.
NOTE: Cancel Workflow is available only for actions already executed as part of the selected workflow instance.
Important Information
Item | Description |
Pending Tasks | Cancelling a workflow does not automatically clear tasks already assigned through the workflow and pending completion. Pending tasks must be cleared manually using Clear Tasks for files or forms, as applicable. For more information, see View the Audit History of a File When Viewing. |
Workflow Scope | Cancellation applies only to the selected workflow for the selected object, such as a file, form, or custom object. Other workflows applied to the same object remain unaffected. |
Failed Workflow | A workflow with Failed status cannot be cancelled directly. The workflow must first be resumed. For more information, see Resume a Failed Workflow Instance. |
Check: FAQs
Related Articles: Transition a Workflow Instance in Progress