How to checkout workflow created by others

anvitha ash
Tera Contributor

‎03-02-2023 06:23 AM

How to checkout workflow which is created by other admin. I'm not getting the option to checkout.

 

Note: My scope and workflow scope are same

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Community Alums
Not applicable

‎03-02-2023 06:27 AM

Hi @anvitha ash ,

Is there a checked out version of this workflow somewhere? If someone else has it checked out you won't be able to open the published version.

Also,

You cannot checkout a workflow because it's currently checked out by another user.

Resolution

Follow the steps below to force checkout a workflow version: 
 
1. Go to the [wf_workflow] table. 
2. Once there search for the desired workflow, open the parent record
3. In the "workflow versions" related list, select the one that is checked out by a user. You can see which version is checked out by seeing the columns "checked out" and "checked out by." Open the record.
4. Once inside the record click on show workflow in the related links. 
5. Once there click on the three line or hamburger icon and here the option to force checkout will be seen. (NOTE: This option only exists on versions which are checked out by a user) 
6. Clicking on the force checkout will now check out the workflow version for the current user. Upon which the user can decide to delete or publish this version. 
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Prince Arora
Tera Sage
Tera Sage

‎03-02-2023 06:27 AM - edited ‎03-02-2023 06:39 AM

@anvitha ash ,

 

A)  You can impersonate the checked out user(if the user is deactivate, make it active true and revert) and make it publish and end impersonation.

 

B)  Follow the steps below to force checkout a workflow version: 
 
1. Go to the [wf_workflow] table. 
2. Once there search for the desired workflow, open the parent record
3. In the "workflow versions" related list, select the one that is checked out by a user. You can see which version is checked out by seeing the columns "checked out" and "checked out by." Open the record.
4. Once inside the record click on show workflow in the related links. 
5. Once there click on the three line or hamburger icon and here the option to force checkout will be seen. (NOTE: This option only exists on versions which are checked out by a user) 
6. Clicking on the force checkout will now check out the workflow version for the current user. Upon which the user can decide to delete or publish this version. 
 
 
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