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Release a Workflow for an Account

Use the WorkFlow History tab to release a workflow that's waiting on a child workflow to finish processing.

To release a workflow for an account

  1. From the Window toolbar, click the Workflow History icon Show account work flow history icon. The WorkFlow History tab appears.

Work Flow History tab

  1. Do one of the following:

  • If you know the account number, in the Account # box, type the account number and then click the Go icon Go icon.

  • To search for an account, do the following:

    1. Click Search for Account. The Search - Search for Account window appears.

    2. Type search criteria into one or more boxes. For fewer results, provide more information. For more results, provide less information.

    3. Click Search. The results display on the Search Results tab.

    4. Double-click the account.

  1. Click the workflow to release and then, in the toolbar on the tab, click the Release icon Layout icon. The WorkFlow Engine releases the workflow and resumes processing.

Related Topics

Workflow History