Permission needed: System Administrator and Can Use Workflow Self-Service
During the workflow editing process within Teamworks Compliance + Recruiting, users may need to delete fields. The deletion of fields can only be done by Teamworks Support.
For efficient and clear communication with our Support Team, you can request the deletion of fields from within the workflow itself, followed by an email request. First, update the Field Label (Title) of the fields you need to be deleted. This will identify to our team what fields need to be removed. Once our agents are notified via email of the workflow name and that workflow fields are ready to be deleted, our team can accurately and efficiently action the request on the backend.
To communicate deletion requests to Teamworks Support, follow the steps below.
Navigate to the Workflow from which you need fields removed.
Select Edit Fields.
Select Yes, Edit a New Version of this Workflow.
Navigate to the Fields tab.
Select the field you want to be deleted and change the title of the field to DELETE. This will let Teamworks Support know you would like this field to be removed from the workflow. Please type out the word DELETE in all caps.
Email support@teamworks.com and let them know the Workflow Title, and that there are fields listed as DELETE in the workflow that you would like to be deleted.
Once the workflow has been updated and the email request has been sent, our support team will get to work! After they are done deleting the fields indicated in the workflow, they will follow up via email confirming the completion of the request.
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