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Deleting Completed Activities - Workflow

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We are using TRIM 7.12, after I complete an activity that has been assigned to me in a workflow and I attempt to delete it from my 'Activities Due' tray, I get an error message stating 'The action you are trying to perform does not apply to a completed activity' even though the activities progress is showing as 100% completed.

 

Does anyone know what a cause for this could be?

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Re: Deleting Completed Activities - Workflow

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You need to set the filter options for the tray to exclude completed activities.

 

Click the "refine search" button with the tray open, find the tickbox to prevent completed activities from showing, and tick the "save as default", then hit ok.

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Re: Deleting Completed Activities - Workflow

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Hmmm... why not just hit refresh instead of deleting it?  Sounds like a bug though.  Once you complete it, it shouldn't be in your tray.. so maybe that's why it's throwing any error.

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Erik
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Re: Deleting Completed Activities - Workflow

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You need to set the filter options for the tray to exclude completed activities.

 

Click the "refine search" button with the tray open, find the tickbox to prevent completed activities from showing, and tick the "save as default", then hit ok.

View solution in original post

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Re: Deleting Completed Activities - Workflow

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Thanks, that was the fix.  Looking much better now.

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