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Deleting business processes

Delete outstanding business processes that you do not want to keep. When you delete a business process, any information that was recorded in the form is discarded. If you have an outstanding business process that you will not complete, you might want to delete it so that you or another user assigned to the business process does not accidentally submit it.

Info

You can delete a business process only before it is submitted. Submitted business processes cannot be deleted because they provide an audit trail and a historical record of updates to your contact, company, opportunity, and service request records.

To delete a business process:

  1. Navigate to the Contacts workspace to delete a business process for a contact or company. Navigate to the Opportunities workspace to delete a business process for an opportunity. Navigate to the Service Requests workspace to delete a business process for a service request.
  2. Select the contact, company, opportunity, or service request for which you want to delete a business process.
    The record for the selected contact, company, opportunity, or service request is displayed.
  3. Click the Business Processes tab.
    A list of all business processes for the contact, company, opportunity, or service request is displayed.
  4. Click the Action button  for the business process that you want to delete, then select Delete.
    A confirmation dialog opens.
  5. Click Delete to delete the business process.
    The confirmation dialog closes and the business process is removed from the list.

The business process is deleted. You can start the business process again when you want to fill out a new copy of the form.

Starting business processes