Delete a template action

All transitions can include an Action if an additional step needs to be done before the next Activity. For example, you can add an action for a process that is completed outside of Inspire, such as Hire a copy editor. You can also use an action to specify something a user should do after the activity is completed, such as Take a snapshot. Inspire does not provide any default Actions that are manually completed by a user, but after you create one you can remove it at any time.

Tips and tricks

An Action is unique to the template it's included in.
If you delete an Action in one template, it doesn't impact the Actions in other templates.
You also can manage actions in the following ways:
- Edit a template action
- Remove an action from a transition

You can't delete an Action from a template if it's used in a Transition.

To remove an action from all transitions, for each transition in your workflow, follow the steps in Remove an action from a transition.

To delete an existing action from a template:

Click Components.
In the Folders pane, select Workflows.
If you have moved the template to another folder, go that location instead.
In the Components pane, select a workflow.
To open the template, do one of the following:
- Double-click the file
- Right-click the file, and then select Edit...
- Click the Options menu, and then select Edit...
Results: You see the workflow activities and transitions in the editor.
In the toolbar at the top of the editor, click Actions.
Results: The Action Management screen opens.
On the Action Management screen, select the Action you want to delete.
In the Action's row, click Remove.
On the confirmation screen, click Yes.
Results:
- You no longer see the action listed on the Action Management screen.
- You can no longer select your updated action when creating or updating a Transition.
To save your changes to the Action list, on the Action Management screen, click Save.
To save your changes to the template, do one of the following:
- If you are done updating the workflow, to close the workflow editor, click Save and Submit.
- If you want to keep working but save your changes locally, click Save Progress.