You can remove a workflow step/status whenever you choose but there will be extra steps to take if objects have been assigned to that step. In this case, you will need to designate another step to assign the object to.
If a Workflow Template is not associated with an Object:
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Select “Workflow Status”
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Double click, and select “Remove”
- The status will then be removed
If a Workflow Template is associated with at least one Object:
- Select “Workflow Status”
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Double click and select “Remove”, press “Confirm” to continue
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You will be prompted to set a new status for the object that is associated with the removed step
- You will be prompted to select a beginning and endpoint, then select “Finish”
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