| User Roles |  Admin |  Staff contributor |  External Contributor | ✗Pulse user |
In this article, we outline the steps you need to follow to archive or delete a workflow in a client's file.
Table of contents
Key informations
- Before you can delete a workflow, it must first be archived.
- You cannot delete or archive the default workflow set by the client template. Each file must have at least one active workflow.
- Deleting a workflow will permanently remove all its templates and data. Templates used in other workflows will retain their data.
- Deleting the workflow is irreversible. Ensure the workflow is no longer needed before proceeding.
- The action of archiving or deleting a file is visible in the audit log.
Archiving the workflow
To archive the workflow, perform the following steps:
- Navigate to the workflow you wish to archive.
- Click on 'Actions' button.
- Select 'Archive Workflow' from the drop-down menu.
- To prevent accidental archiving, a confirmation screen will appear. Carefully read the information provided and confirm your choice.
- After archiving, the workflow will be greyed out on the client overview page, indicating its archived status.
Deleting the workflow
Once a workflow is archived, you can proceed to delete it by following these steps:
- Open the previously archived workflow.
- Click on 'Actions' button.
- You have the option to either reactivate or delete the workflow. Select 'Remove workflow'.
- You will be directed to a confirmation screen. Confirm your decision to permanently delete the workflow.