Why Is My Workflow Still Showing as an Open Workflow Action After It Was Completed?

Problem

A workflow document may continue to appear on the Workflow Open Actions page even though the workflow shows as completed when accessed from the related record, such as a purchase order or invoice.

Attempts to reroute or cancel the workflow may not resolve the open action.

Cause

This issue typically occurs when:

  • Two workflow documents are created for the same record at nearly the same time.
  • A workflow step is skipped.
  • The workflow is launched twice, often because a button was clicked more than once.

Resolution

If the workflow is confirmed to be complete, deactivate the duplicate or stuck workflow document.

  1. Open the Workflow Documents page.
  2. Search for the workflow associated with the affected record.
  3. Select the appropriate workflow document from the results grid.
  4. Select Edit Workflow Doc.
  5. Clear the Active checkbox.
  6. Select OK to save the change.
  7. Run the Workflow Open Actions report again.

The open workflow action should no longer appear.

Important

Only clear the Active checkbox after confirming that the workflow is truly complete. Deactivating an active workflow document may prevent required workflow steps from being completed.