Deactivating and Retaining Workflow Custom Forms

Custom forms that are deactivated because they are no longer attached to workflows are retained by the system to maintain data integrity with historical records.

In a workflow, the Custom Forms area includes the Use column to the left of the Description column. The Use column contains a check box for each custom form. With Version 20.31 of Lending Cloud, the system selected the Use check box for all  workflow custom forms that existed at the time of that release. Selection of the Use check box indicates that the form is activated.

To deactivate workflow custom forms

You can deactivate a custom form that is no longer attached to a workflow by clearing the corresponding Use check box.

Following is information about the action taken by the system on workflow-related items when a custom form is deactivated.

To activate previously deactivated workflow custom forms

To reactivate a workflow custom form that was previously deactivated, you must reattach the form to the appropriate default record(s).