Tuesday, June 4, 2019

Cancel Active Workflows of a Record using a Search

The standard way of cancelling an active workflow execution is by going to the record itself and then click Cancel link under Workflow tab > Active Workflows sub-tab.  However, there are chances when a record is not viewable because of errors caused by active workflows.  Thus, users prefer to terminate the Workflow instance on the record in order to proceed.

The solution here is to create a Saved Search and show the Cancel Workflow link on the results.

For demonstration purposes, Customer Saved Search will be used to display all active Workflows on customer records.  To do this, follow these steps:

     1. Navigate to Lists > Search > Saved Searches > New > Select Customer

     2. Under Criteria tab select Workflow Fields > Workflow Filter = "Active" > Active = "Yes" > Click Set


     3. (Optional) If there's a specific Workflow, select Workflow Fields > Workflow Filter = "Workflow" > [Select Workflow] > Click Set

     4. Under Results tab, add the following fields:
          • Name
          • Workflow Fields > Workflow Field = Workflow
          • Workflow Fields > Workflow Field = Cancel


     5. Click Save & Run or Preview.


  1. This is great! What role permission do I need to enable for a user to be able to cancel an active workflow? My AP user cannot currently select the cancel link and I cant figure out which permission would enable them to do so.