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Deleting a workflow with Step Instances Active

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Posted on 30 Mar 2022 12:44:12 by 125

Hello Community, 

I setup a Workflow template for Credit Limit changes, and after some config must have deleted a step.
I would like to delete the Workflow however 

Screen-Shot-2022_2D00_03_2D00_30-at-8.42.42-PM.png

"You cannot delete the workflow because active workflow step instances exist."
How to remove/end/ archive the workflow instances stuck, we cannot post any work for the affected Customers
You cannot use Customer: CUS-0000017 for this action. The restriction was imposed by the MS-CCLCAPW-01 workflow, Customer Credit Limit Change Approval Workflow.
Thank you 
Peter
  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on 02 Jun 2022 at 01:18:12
    RE: Deleting a workflow with Step Instances Active

    Create a Config Pack, add the Workflow Step Instance table, export the entries to excel. Delete all the entries that you dont care about in excel. The ones remaining you can change the status and reimport (Dont use Validate field on any fields in the table). When you have imported the status will not be active and you can delete.

    Otherwise, have you got an answer from Microsoft as yet?

    I've just had similar.

    We used "Create from Template" for Approve Payments, and didnt change it at all. It still gets stuck.

    We create a payment journal line, send for approval, approve, then come back to post and it says "Cant complete because active step instances in Workflow XXXXX"

    Its very annoying, and we couldn't get around it. I ended up renaming the journal batch, creating a new one with the USD batch name and because the workflow was then disabled, I could post. Previously, without renaming, it didnt matter if I canceled the approval, then deleted the lines, then created a new line when the workflow was not enabled, and it still have the same issue "Batch USD needs approval".

    Unfortunately still buggey.

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on 04 Apr 2022 at 13:22:33
    RE: Deleting a workflow with Step Instances Active

    Hello,

    Please raise this as an issue to Microsoft support via your partner or CSP.

    Thanks.

  • Peter Waugh Profile Picture
    Peter Waugh 125 on 01 Apr 2022 at 12:19:17
    RE: Deleting a workflow with Step Instances Active

    Hi Kim,

    Yes, disabled, No, these are setup in production only. someone try and fix, and now the steps have been deleted, so i cannot repeat the process in sandbox ! 

    This has come from a MS Template,  and with changes, with the open worflow steps looping knowhere, we cannot post any sales orders or use that Customer card, do to locked header

    I am really not sure how to delete workflow steps, or archive them !

    Peter

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 171 User Group Leader on 30 Mar 2022 at 13:13:49
    RE: Deleting a workflow with Step Instances Active

    I'm assuming that you have disabled the workflow. Unfortunately, if you had records in 'pending approval' status, they will need to complete before you can delete the workflow. Do you have a test company where the steps may exists completely?

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