What you need to know
Retiring a published version stops offering it for new work. Projects already running on it go on as before. Retire an old version when a newer one replaces it, so nobody starts work from it by mistake. Only a published version can be retired. You need to be a department manager or a company administrator.
Before you start
- If this template is the usual work for new properties or engagements, make sure another of its versions is published. When none is left, new records are not offered this work at all.
- A draft is never retired. A draft nobody wants is deleted: see Delete a draft.
What to do
Before you do this
Retiring cannot be undone. A retired version is never offered for new work again. To use its process again, revise it into a new draft and publish that. Projects already running on it are not changed.- On Workflow Templates, select the template's row.
- In Versions, find the published version and select Retire on its row.
- The question Retire this version? says “Retired versions stop being available to new projects. Projects already running on it are unaffected.” Under it are the template's name and the version number. Select Retire.
Confirm it worked
In Versions, the version shows Retired, with View and Revise only. New project no longer offers it.
If it did not work
- There is no Retire on the row: the version is a draft, or it is already retired.
- A message says “This version is already retired.” Someone retired it at the same moment. Nothing else changed.
- A message says the template may have been removed or not shared with you: your role may not allow this. See Who can see and do what.