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Remove steps from a draft workflow template

Delete steps that aren’t needed from a draft workflow template.

Tip!

You can’t remove steps from an active workflow template.

Before you start editing workflow templates, check with your Org Admin that you have permission to do so.

  1. Open a draft workflow template.
  1. Choose your project from the Project Selector at the top of the page.
  1. Click Workflows from the Module Menu, and then under Search, click Templates.
  1. Click the Drafts tab.
  2. Enter your search criteria and click the Search button.
  1. Click the name of the template you want to edit to open it.
  1. On the New Template or Edit Workflow Template page, scroll down to the Template Builder.
  2. Click the Delete Step icon for the step you want to delete.
  1. Click the OK button on the confirmation message to confirm your changes.

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