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Conga Support

Invalidating a Flow

A flow automatically displays when you add a Contract, Company, or Project Profile to Novatus and an Administrator has linked a flow to the type of profile you are adding. However, you can invalidate an active flow so that it is removed from the profile.

  If any of the steps in the flow were completed before the flow was inactivated, you can view the step's activities by opening the Workflows screen, and clicking the Flows tab.  Locate the invalidated flow, and click on it to refresh the screen and display the activities for the completed step(s).

1.  Open the Contract, Company, or Project Profile containing the flow you want to invalidate.

Invalidate.png

2.  Click , located to the right of the flow in the Profile screen, and select Invalidate Flow in the menu.

3.  In the Invalidate Flow confirmation prompt, click Yes.

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