Sometimes a Review of a Workflow Request may no longer be needed after it has been submitted. In this instance relevant users can Cancel the request, so it will no longer show as Pending for the nominated Reviewers.
How to Cancel a Workflow Request
Cancel Request (single)
- Click on the relevant link in the relevant Workflow Request Email, or navigate to the Workflow Request List (in your 'Workflow' or 'Approvals' tab) and use the Workflow Filters to locate the approval request you wish to cancel.
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Under the Actions menu to the right of this approval item, find and click Cancel.
- Confirm that you wish to Cancel the request by selecting Confirm.
Cancel Requests (in Bulk)
Users can also Cancel multiple requests at once.
- Select all the requests you that need to be cancelled
- Select the Bulk Action menu at the bottom of the Approval List
- Select Cancel (as highlighted below)
4. Confirm you wish to Cancel those requests on the subsequent popup (shown below).
Note that like with other bulk actions:
- The Cancel option will only appear in the menu if you are able to cancel at least one request
- Only items you have permission to cancel will appear in the Bulk cancel requests popup (the one above)
For both single and bulk Cancel options, this will trigger a cancellation email confirmation (when enabled for Requester and/or Reviewers), and the Request status will update to Cancelled in your Workflow Request List.
Please note that the 'Workflow' and 'Approvals' terminology referenced in this article may appear differently in your platform as these are customisable terms. You can view common alternative names for this here.
Related:
Save Filter Settings in Workflow Request List
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