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This section is for common issues that you may encounter regarding Workflows on accessplanit.

Why isn't my Workflow working?

Click here to view a flowchart to help you diagnose this problem.

How do I delete a Workflow?

Only accessplanit has the ability to delete Workflows from accessplanit. If you are sure you would like a Workflow permanently deleted, then please contact the Helpdesk Team via the Support Portal.

Why can't I access certain fields in the Workflow action?

The quick links available in an action for a Workflow are linked to modules. Therefore, if the Workflow is using the User Course Date module, the only data fields that you are able to pull through data for will be attached to a Delegate record (User ID, course start date, etc.). You may also be able to pull through fields from neighbouring modules, by using the format:

"@@module.field"

If you would like more options available to you for a certain module you are using, you can raise a Product Suggestion via the Product Suggestion Portal.

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