Workflow Manager 2014
As you progress through a workflow, you may find that circumstances change, and you need to roll back to an earlier workflow step.
Instructions for Rolling Back to a Workflow Step
To roll back a workflow request:
| 1. | Open a workflow request’s Workflow Progress page as described in Opening a Workflow Request’s Workflow Progress Page. |
| 2. | Do one of the following: |
| • | Click the hyperlinked name of the workflow step you want to roll back to, then click the Rollback button. |
| • | Click the check box next to the name of the workflow step you want to roll back to. |
The Rollback Workflow Item dialog appears.
Note: If you perform a rollback, all of the data associated with the selected workflow step and all subsequent steps is removed, and all of those steps must be repeated. The location of the Rollback button depends on the type of workflow step. It is not possible to roll back to the initial data entry step, so you will not see a Rollback button if you click on the name of this workflow step. It is also not possible to roll back to an Allocate Software License or Deallocate Software License step.
Tip: If clicking the check box next to a completed workflow step does not open the Rollback Workflow Item dialog box, the roles you belong to may not have permission to edit that step. See Workflow Manager Permissions for details.
| 3. | Indicate the reason for the rollback in the appropriate text field, and also specify the email address of any additional people who need to be notified in the Additional E-mail Recipients field. If you want to customize the message sent to these additional people, enter your extra text in the Additional E-mail Comments field. |
| 4. | Click the Rollback button. |
Note: When rolling back and repeating typical workflow steps, Workflow Manager keeps a running total of the time spent on each attempt. This time is usually recorded when submitting a workflow step, in the Time Spent field. If you a submit a workflow step for a second time, a new text box, named Additional Time Spent, appears on the Step Validation dialog. This allows you to record any extra time that you spend on the task, above and beyond the time entered in the Time Spent field.
See Also
Editing a Completed Workflow Step
Workflow Manager 2014 Help LibrarySeptember 23, 2014 |
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