Sometimes it is necessary to cancel an active workflow and remove all outstanding tasks from participants’ task lists.
Note: This article refers to workflow tasks. Vault also includes a User Task object class to track unplanned work. For information on user tasks, see Working with User Tasks.
How to Cancel Workflows
To cancel an in-progress workflow:
- From Vault Home, open the Active Workflows view.
- Click on the Actions menu and select Cancel Workflow.
- In the dialog, click Continue.
About Workflow Cancel State
For each lifecycle state, Admins define a Workflow Cancel State. When you cancel a workflow for a document, Vault checks which state the document is currently in and its selected cancel state. Vault then moves the document to the appropriate state. By default, the document returns to the state it was in when the workflow started, but an Admin can change this setting.
To cancel an active workflow you must be the Workflow Initiator or have a security profile that grants the Workflow Administration: Cancel permission. Generally, users with administrator profiles will have this ability.
Note: In Vaults that use Atomic Security for Documents: Active Workflow Actions, you must be assigned to a role with Cancel Workflow permission through Atomic Security and have the Workflow Administration: Cancel permission.