Delete business process templates that you no longer
require.
Note: 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:
-
Navigate to the Customize workspace.
-
Click the Business Processes tab.
A list of all business process templates is
displayed.
-
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.
-
Click Delete.
The confirmation dialog closes.
The business process template is deleted.