This guide shows you how to delete a node in a QuoteCloud workflow, helping you remove unnecessary steps and keep your approval process streamlined.
Delete Node
Deleting a Node in a Workflow
Learn how to safely remove nodes and switch conditions from your workflow in My Guideflow.
Steps to delete a workflow node
1
Open the workflow editor
Open the workflow containing the node you want to remove and review the workflow structure before making changes.
2
Locate the node to delete
Identify the workflow node or condition node you want to remove from the workflow.
3
Hover over the node
Move your cursor over the selected node. A trash icon will appear on the node when it can be deleted.
4
Click the delete icon
Click the trash icon to begin removing the node from the workflow.
5
Confirm the deletion
After clicking the trash icon, it will change into a red tick icon. Click the red tick icon to permanently confirm the deletion.
6
Understand switch node behaviour
Switch nodes cannot be deleted directly while child condition nodes still exist beneath them.
7
Remove child condition nodes first
To remove a switch node, first delete all of its child condition nodes individually.
8
Delete the final condition node
Remove the last remaining condition node (excluding the default fallback condition node) to automatically remove the entire switch node structure.
9
Review the updated workflow
Once deleted, the workflow layout will automatically update and reconnect the remaining workflow path.
10
Continue editing the workflow
After removing the node, you can continue adding new workflow actions or modifying the workflow structure as needed.
FAQs
