Unpublishing a workflow, particularly within platforms like Docusign Agreements Maestro, is a straightforward process that allows you to take an active workflow offline, preventing its further use or access. This action is crucial for managing workflow lifecycles, whether for updates, deprecation, or temporary suspension.
Step-by-Step Guide to Unpublishing a Workflow
To effectively unpublish a workflow, thereby removing it from active use, follow these precise steps:
- Log In to Your Account: Begin by logging in to your Docusign account using your credentials.
- Access Workflow Management: Once logged in, navigate to and select Agreements Maestro Workflows from your primary account dashboard. This section serves as the central hub for managing all your created and deployed workflows.
- Locate the Desired Workflow: Carefully locate the specific workflow that you intend to unpublish within your comprehensive list of active workflows.
- Open More Actions Menu: Identify and select the more actions menu associated with that particular workflow. This menu is typically represented by an ellipsis (...) or a similar contextual icon, providing access to additional management options.
- Choose "Unpublish": From the dropdown or pop-up options presented in the more actions menu, select the Unpublish command.
- Confirm the Action: A confirmation window will appear, prompting you to verify your decision. To finalize the process and take the workflow offline, select Unpublish once more in this confirmation prompt.
The table below provides a concise overview of the unpublishing steps:
| Step | Action | Description |
|---|---|---|
| 1 | Log In | Access your Docusign account securely. |
| 2 | Navigate | Go to the "Agreements Maestro Workflows" section. |
| 3 | Locate | Find the specific workflow you wish to unpublish. |
| 4 | Interact | Click the 'more actions' menu (often an ellipsis) for the chosen workflow. |
| 5 | Select | Choose the "Unpublish" option from the menu. |
| 6 | Confirm | Confirm your decision in the subsequent pop-up window. |
When to Unpublish a Workflow
Unpublishing a workflow is a common practice in various scenarios, including:
- Major Revisions: If a workflow requires significant updates or overhauls, unpublishing the current version ensures that users do not initiate processes based on outdated configurations while you work on the new version.
- Temporary Suspension: For seasonal processes or workflows tied to specific events, unpublishing can temporarily halt their availability without deleting the entire workflow.
- Deprecation: When a workflow is no longer needed or has been replaced by a more efficient process, unpublishing it prevents new instances from being created and can eventually lead to archival or deletion.
- Troubleshooting: In cases where a workflow is not functioning as expected, unpublishing it can serve as a temporary measure to prevent further issues while diagnostic work is performed.
Important Considerations After Unpublishing
- New Instances: Once a workflow is unpublished, new instances of that workflow cannot be started by users.
- Existing Instances: Unpublishing typically does not affect instances of the workflow that are already in progress. These existing workflows will usually continue to completion unless manually intervened.
- Re-publishing: An unpublished workflow can often be re-published at a later time if it becomes relevant again or after necessary updates have been made.
By following these steps, you can effectively manage the lifecycle of your workflows, ensuring that only current and relevant processes are available to your users.
