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Navigating a Workflow with Next Step, Pause, and Cancel

Control workflow progression using Next Step to advance, Pause to suspend, Reinstate to resume, and Cancel to terminate.

Written by James Ross

Overview

Workflow controls let you manage how a workflow progresses through its activities. You can advance manually, pause and resume, or cancel a workflow entirely.

Quick Steps

Next Step — Advance the Workflow

  • Open the workflow detail for an active workflow.

  • Click Next Step to close the current activity's tasks and advance to the next activity.

  • New tasks are created for the next activity's assigned users.

Note: If an activity has RequireTaskCompletionBeforeContinue enabled, all tasks must be checked before Next Step will advance the workflow. An error message appears if tasks remain unchecked.

Pause a Workflow

  • Click Pause on an active workflow.

  • All active tasks are removed and the workflow status changes to Paused.

  • No new tasks are created while paused.

Reinstate a Paused Workflow

  • Click Reinstate on a paused workflow.

  • Tasks for the current activity are recreated and assigned to the original users.

  • Status returns to Active.

Cancel a Workflow

  • Click Cancel Workflow on an active workflow.

  • A confirmation dialog warns that cancellation is permanent.

  • Upon confirmation, the workflow enters a Cancelled terminal state.

  • All active tasks are removed or closed.

  • The workflow moves to the completed/cancelled history list.

Important: Cancellation is permanent. A cancelled workflow cannot be reinstated.

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