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(Beta) Excluir respostas personalizadas para Fluxos

 SEMI-PRIVATE ARTICLE

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 In Beta
This page details functionality that is not available in Procore's production environment. Access to the features documented here is limited to specific Procore customers who have signed the required agreement to participate in Procore's Company level Workflows Tool Beta Program. The content on this page is for informational purposes only and all information and content on this page is subject to change without any prior notice. To learn more, see About the Workflows Beta Program.

Objetivo

Excluir tipos de resposta personalizada na ferramenta nível de empresa Fluxos. 

Fundo

The default response types within the Workflows tool are: Approve, Return, and Reject. When creating workflows templates, you may need to further define the phrasing of a response in a way that more accurately describes the meaning of the response. 

For example, you might need to add a response to a template that moves a workflow forward without labeling the response 'Approve'. In this case, you would create an 'Approve' response and give it a custom label other than 'Approve'. 

There is no functional difference between the individual response types of 'Approve', 'Return', and 'Reject'. However, types are useful for the organization of custom responses and for locating available responses when editing a step on a workflow template. 

 

Coisas a considerar

  • Permissões de usuário necessárias:
    •  Permissões de nível "Administrador" na ferramenta Fluxos de nível de empresa.
  • Informações adicionais:
    • Não é possível excluir respostas fluxo incluídas em um modelo de fluxo publicado ou em uso por um fluxo ativo.

Passos

  1. Acesse a ferramenta Fluxos de nível de empresa. 
  2. Clique em Configurar definições icon-settings-gear-android.png .
  3. Na seção rotulada como "Resposta", localize a resposta personalizada que deseja excluir.
  4. Clique no ícone icon-delete-trash.pngda lixeira .
  5. Clique em Excluir para confirmar a exclusão da resposta.