What you need to know
A template has one draft at a time. While it has one, nobody can revise the template or open another draft. A draft that nobody wants is deleted, with everything in it. The template stays, with its name, even when the draft was its only version. You need to be a department manager or a company administrator.
Before you start
- Find out who changed the draft last. Anyone may change a draft at any time, so a colleague may still be working in it. The question before the delete names them, and so does the template editor.
- To keep the work, publish the draft instead, or copy it to a new template first: see Copy a template.
What to do
Before you do this
Deleting a draft cannot be undone. Its stages, tasks, transitions, fields and conditions are all deleted. Someone still working in it gets a message the next time they change it.- On Workflow Templates, select the template's row.
- In Versions, select Delete draft on the draft's row.
- The question Delete this draft? first says who changed the draft last, and when. Then it says “The draft and everything in it are deleted. This cannot be undone.” Under it are the template's name and the version number. Select Delete draft.
Confirm it worked
The draft's row is gone from Versions, and the line under the name says no draft open. Open a draft and Revise can be selected again.
Good to know
The next new draft takes the next number after the highest one left, so it can take the deleted draft's number.If it did not work
- There is no Delete draft on the row: the version is not a draft. A published version is retired, not deleted: see Retire a version.
- A message says “Only a draft can be deleted. A published version is retired, not deleted.” Someone published the draft at the same moment.
- A message says the template may have been removed or not shared with you: someone deleted the draft at the same moment, or your role does not allow this. See Who can see and do what.