Archive Workflows

It would be beneficial to have the ability to archive workflows rather than having to delete them when they are replaced by newer versions.

In many cases, a workflow may still have active cases progressing through it, while a revised workflow has been created for future use. Deleting the old workflow is not a viable option, as it could impact existing work that is already in progress.

An Archive Workflow feature would allow firms to:

  • Retain workflows that are currently being used by active cases.

  • Prevent obsolete workflows from being selected for new cases.

  • Maintain a cleaner and more organised workflow library.

  • Introduce updated workflows without disrupting existing processes.

This enhancement would provide greater flexibility when managing workflow updates and ensure continuity for cases already underway.

Area of the systemWorkflows / Tasks

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Upvoters
Status

Accepting Feedback

Board
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Feature Request

Date

About 1 month ago

Author

Lianne Price

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