Workflows FAQ

I'm at the Workflow Templates List. Where have all my templates gone?

Is the hide inactive workflows button set on at the top of the list?

I'm trying to delete one of my workflow templates and I'm not allowed to - why?

You cannot delete a workflow template if it has previously 'created' a workflow instance in the system. Instead you should make it inactive.

I'm trying to complete a task but I get an error message telling me a 'Team' is required.

This error tells you that when you tried to complete a workflow-generated task, Case Manager found that the next workflow step was assigned to a team system role. However, no team had been set for this case and there was no fallback employee, so the new task could not be created. Hence you could not complete and save the first task.

To fix the problem simply assign a team to the case or add a fallback employee to the workflow step.