This article explains how to manage Legacy Servicing Automated Workflows in AMS+. You can inactivate a workflow to temporarily stop it from triggering, or archive workflows you no longer need.
If you have a disabled workflow, see the Disabling and What to do article for more information on causes and prevention.
Requirements
- You must be logged into AMS+ as an Agency User.
- You must be assigned to a Security Group with the Manage Automated Workflows permission.
In this article
- Workflow statuses
- Inactivating a workflow
- Archiving a workflow
- Reactivating a workflow
- Common questions
- Legacy components
Legacy Servicing Automated Workflow statuses
Manage your Legacy Servicing Automated Workflows by setting different statuses. A workflow will have one of the following statuses:
Draft - The workflow has been created but not yet activated.
Active - The workflow has been activated and will wait in the background for events to trigger it to perform actions.
Inactive - The workflow has been temporarily paused.
Archived - The workflow has been turned off and hidden from workflow lists.
Disabled - The workflow has been turned off due to a high spam or bounce rate. See the Disabling and What to do article for more about fixing a disabled workflow.
Inactivating a Legacy Servicing Automated Workflow
Inactivating a Legacy Servicing Automated Workflow pauses its triggers and stops it from sending emails and creating activities. Agencies typically inactivate workflows to make changes and reactivate later.
- Go to the Automated Workflow > Use Legacy Workflow > Servicing & Agency Workflow > Servicing & Agency > Saved Workflows tab, then select the workflow you'd like to inactivate.
- From the workflow's Details tab, scroll down to below the criteria section.
- Select Inactivate to pause the workflow.
Archiving a Legacy Servicing Automated Workflow
Archiving a Legacy Servicing Automated Workflow turns its triggers and actions off and hides it from workflow lists. Agencies typically archive workflows that have served their purpose and are no longer needed. Archived workflows can be reactivated.
- Go to the Automated Workflow > Use Legacy Workflow > Servicing & Agency Workflow > Servicing & Agency > Saved Workflows tab, then select the workflow you'd like to archive.
- From the workflow's Details tab, scroll down to below the criteria section.
- Select Archive to inactivate and hide the workflow from your workflow lists.
Reactivating a Legacy Servicing Automated Workflow
You can reactivate an inactive or archived Legacy Servicing Automated Workflow at any time. Keep in mind, when you reactivate a workflow, it will perform any actions that were previously triggered and scheduled before the workflow was inactivated or archived.
Common questions
Are archived Legacy Servicing Automated Workflows automatically set as inactive, meaning they don't run?
Yes, archived workflows are automatically set as inactive and do not trigger or take actions.
Legacy components
The following content applies only to accounts that do not have Enhanced Automated Workflow enabled. To check, go to the Automated Workflow page. If you do not see the “Welcome to the New Automated Workflow” banner, this section applies to you.
Legacy components in this section:
- Navigation for inactivating a Legacy Servicing Automated Workflow — accounts without Enhanced Automated Workflow
- Navigation for archiving a Legacy Servicing Automated Workflow — accounts without Enhanced Automated Workflow
Navigation for inactivating a Legacy Servicing Automated Workflow
If your account does not have Enhanced Automated Workflow enabled, go to Automated Workflow > Servicing > Saved Workflows to find the workflow you want to inactivate.
Navigation for archiving a Legacy Servicing Automated Workflow
If your account does not have Enhanced Automated Workflow enabled, go to Automated Workflow > Servicing > Saved Workflows to find the workflow you want to archive.