NexJ Logo

Deleting business process templates

Delete business process templates that you no longer require.

You cannot delete a business process that has previously been used in NexJ CRM. You can instead deactivate the template so that it is no longer available to users.

Before you can delete a business process template, you must deactivate it.

To delete a business process template:

  1. Navigate to the Customize workspace.
  2. Click the Business Processes tab.
    A list of all business process templates is displayed.
  3. In the list, click the Action button for the template that you want to delete, then select Delete. A confirmation dialog opens, asking you to confirm that you want to delete the business process template.
  4. Click Delete.
    The confirmation dialog closes.

The business process template is deleted.

Activating business process templates