User Roles AdminStaff user ✗External contributor ✗Pulse user 

In this article, we outline the steps you need to follow to archive, reactivate or remove a workflow in a client file. You can do this in an individual file, or for several client files at once through the Insights module.

Table of contents 

Key information

  • Before you can remove a workflow, you first have to archive it.
  • You cannot remove or archive the default workflow set in the client template. Each file must have at least one active workflow.
  • You cannot remove an additional workflow set in the client template. It can only be archived.
  • Archiving a workflow means the related reconciliations are no longer editable in any period, unless other workflows in the client file also use them.
  • Removing a workflow permanently deletes all its templates and data. Templates used in other workflows keep their data.
  • Removing a workflow is irreversible. Make sure you no longer need the workflow before you proceed.
  • Archiving or removing a workflow is recorded in the audit log.

How do I archive a workflow in a client file?

To archive a workflow, follow these steps:

  1. Open the workflow you wish to archive.
  2. Click the Actions button and select Archive workflow from the drop-down menu.
  3. A confirmation window appears, to prevent accidental archiving. Read the information carefully and confirm your choice.
  4. After archiving, the workflow is greyed out on the client overview page, indicating its archived status.

How do I reactivate or remove a workflow?

Once a workflow is archived, the Actions menu gives you two options: reactivate the workflow, or remove it permanently. The steps are the same up to the point where you choose.

  1. Open the previously archived workflow.
  2. Click the Actions button.
  3. Select Reactivate workflow to make the workflow active again, or Remove workflow to delete it permanently.
  4. If you selected Remove workflow, a confirmation window opens. Confirm your decision to permanently remove the workflow.

How do I archive a workflow for several client files in Insights?

Admin users can archive workflows for several client files at once directly from Insights.

  1. Open Insights and choose a query. Note: the All clients query shows every client file you have access to.
  2. Select the client files you want to update.
  3. Click the Actions button.
  4. Choose Archive a workflow.
  5. In the next screen, select the workflow you want to archive.
  6. Click Archive for [x] files.

For more on queries and the other bulk actions available, see How to use Insights module in Silverfin?