Cancel Action Item

Authorities in the workflow stages can cancel an Action Item record depending on the configurations in the workflow stages. Once an authority cancels an Action Item, the record is removed from the workflow.

To cancel an Action Item, follow the steps below.

1. Create an Action Item record as an originator user and send it to the first stage of the approval workflow by following the steps detailed in the Create Action Item section.
2. As an authority in the first stage, open the Action Item record, claim the record, and click on the Cancel button.

   

3. On the Cancel Implementation dialog box, enter the necessary comments and click on the Cancel button. Once the record is successfully cancelled, it is removed from the workflow.

   

4. Additionally, depending on the notification’s configuration in the approval workflow, the authorities receive an email notification stating that the record was canceled.