Cancel Workflow (Workflow Task)

Modified on Fri, Sep 12 at 1:34 PM

View our Pricing & Plans for a detailed list and comparison of features available in each plan. You can include a Cancel Workflow task in your workflow. A cancel workflow task is used to terminate or cancel a workflow that is in motion. It is best used for conditional logic branches that have undesirable results. A cancel workflow task is different form a complete workflow task.

Add a Cancel Workflow Task

In a branched workflow, you may want to cancel a workflow that takes a particular path. For example, if a vacation request is rejected, you could send an email to the originator, and then have the workflow proceed to a cancel workflow step. To add a Cancel Workflow task to a workflow branch or path:
  1. In the workflow builder, click the + below the last step (i.e., at the end) of the branch that should lead to canceling the workflow. Note: This task can only be added at the end of a branch, as an ending/terminal node.
  2. Choose Workflow State, then Cancel Workflow.
  3. In the right panel, modify the default task label from “Cancel Workflow” to a suitable one that reflects the reason for cancellation.
    • It’s a good idea to make your Cancellation Reason name descriptive and meaningful so that when workflows are in progress, it’s easy to distinguish the current workflow step.
  4. In a running workflow, if that path is taken, the workflow instance will be canceled and will appear on the Canceled tab of the workflow instance list.

Related Information

Types of Tasks (Workflows) All About Workflows (Quick Reference) Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.

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