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Removing Standard Forms from a Standard Plan

Authorized users can remove standard forms from a standard plan. Once a standard form is removed, you can manually change its workflow state.

Removing a standard form from a standard plan does not affect plans already created from that standard plan, nor does it affect the plans listed in the Plans register. The removal only affects future plans created from the standard plan.

ClosedExample

A Standard Plan contains a standard Form.

When that Standard Plan is used to create Plans for a workspace, Proliance also creates a Form based on the included standard Form.

Later, a user deletes the Standard Form from the Standard Plan. However, the Form already created for the workspace is not affected by the deletion.

To remove standard forms from a standard plan

  1. Open the Standard Plans register from the appropriate work area.

    2. Note that if a standard plan appears in both the Organization and Workspaces work areas, modifying it in one work area does not affect the standard plan in the other work area or any other workspaces. A standard plan can appear in two different work areas if it was created from the Organization work area and then copied and synchronized to one or more workspaces.

    When you save changes in the Organization work area, if the standard plan has been exported to any workspaces, Proliance will prompt you to synchronize the changes with those workspaces.

  2. Select the Standard Plan to modify.

    3. The Main page appears.

  3. Click the Standard Forms page.
  4. Click Edit.
  5. Select the stage containing the standard form to remove.

    6. The standard forms linked to that stage appear.

  6. Select the check box next to the standard form to remove.
  7. Click Remove Line(s).

    8. Proliance removes the standard form from the selected stage of the standard plan.

  8. Click Save.

    9. If you are currently in the Organization work area and the standard plan has been exported to other workspaces, Proliance prompts you to either save, or synchronize and save. Synchronizing saves the changes to all workspaces using the standard plan.