When you complete the final step of a workflow, a dialog box containing all closed Workflow Status codes appears for selection. Once you select the closed status code, the workflow is closed. Note: IQ provides the ability to automatically close workflow records which have been open for a specified period by using WML in the Step Initialization field in the workflow template. When the workflow enters the step which contains the WML, a background job is created to close the workflow at the computed date and time.
To close a workflow:
Search for the workflow you want to close. You can use a Workflow search, or if you know the name of the primary person for the workflow, you can use a People search.
On the Workflow Record page, select the Complete Step action.
In the Closed Status dialog box, select a status code by clicking it to assign the code and close the workflow. Note that if the Route Workflow dialog box appears instead of the Closed Status box, you are not in the final step of the workflow and must route it to the next step.
The message "Do you want to complete all attached mail when closing this workflow?" will appear if there are Mail records associated with the workflow that you are closing if Close All Attached Mails When Completing Workflow is set to prompt.
Once a workflow is closed, all fields including the status are unavailable and cannot be changed. You can view workflow Notes, Comments, and Step Notes, as well as all field information. You must reopen the workflow to make any changes. The following are exceptions to this:
If your user-id has been granted access to Security Lock #66, you can change the Close Date of a closed workflow without reopening it.
You can print a closed workflow if the last step contains the Print Summary action.
If the System Configuration setting for Allow Adding Step Notes to Closed Workflows is set to Yes for your office, the Add Step Note action will appear on the General panel for closed workflow records.
If the workflow template allows your user-id to reopen the workflow you can modify the Attachment Codes associated with an Attachment Note if you have edit rights to the note.
If the workflow is closed, the Attach File action is grayed out unless your user-id has access rights to reopen the workflow.
The Attach Workflow and Attach New Workflow action is available on the Links panel for closed workflows if your user-id has access rights to create new workflow.
If the workflow template allows your user-id to reopen the workflow, then the Scan action is available in a closed workflow.