Deleting Steps from a Workflow

If your workflow has not been published, you can delete steps at will. If you published the workflow and your partners are using it, you can still delete steps but you must confirm how to handle the users who are currently on that step in the workflow.

To delete a step from a workflow, follow these steps.

1. Navigate to Partner Marketing > Workflows.
2. Click on the required workflow to open it for edit. The workflow details view displays.
3. Click Steps.
4. Find the step you want to delete and click X in the top right corner.

5. If you're editing a published workflow, confirm how to progress users that are currently on the step being deleted:

   • Mark them as completed and take them out of the workflow - remove user from the workflow at this point
   • Move them to the next step - keep user in the workflow and progress them to the next step in this workflow

   If you are editing an unpublished workflow, you can choose either option.

6. Click Delete.