Withdraw Pre-Execution Approval Routes

Owned by Henry Farris (Unlicensed)
Last updated: Mar 02, 2022 by Tim Hartman
1 min read

Test Designers and Policy Administrators can withdraw an approval route before it is complete. Reference Withdrawing Approval Routes for more information about withdrawing approval routes.

Action Menu Button

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Default Role(s)

Test Designer, Policy Administrator

Record Type(s)

Test Cases

Starting Workflow State(s)

Routing for Approval, Rejected

Ending Workflow State

Draft

Special Rule(s)

  1. The record will become unlocked for editing.
  2. The Signatures field will be cleared.
  3. The Pending Tasks field will be cleared.
  4. The route configuration in the Approval Route field is set to Not Started.
  5. Pending task assignee's will receive a cancellation email notification.