WorkspacesThis topic relates to Journey Workspaces | Workspaces UserIncludes bank staff, helpdesk, relationship managers, and managers | This feature was introduced in the 19.11 releaseThis feature was updated in the 23.04 release
If you're using Workspaces 19.11 or later, you can withdraw an application from within Workspaces or the Journey Manager dashboard. However, if you're using Workspaces 19.05 or earlier, applications can only be withdrawn in the Journey Manager dashboard.
Consider the situation where someone starts an application but, before submitting it, they change their mind and decide not to proceed with the application after all. So, they contact the support helpdesk and ask for the application to be canceled. Workspaces handles this situation by allowing an application to be withdrawn.
Withdrawing an application is a deliberate step in the application workflow and progresses the application to an end point in its life cycle. At this point, processing of the application might cease but this does not mean that the application is discarded just yet. This is convenient for an applicant that has a subsequent change of heart and decides to continue with their application, as all is not lost and a withdrawn application can be recovered.
While it might be good practice to withdraw unwanted unsubmitted applications, it is not mandatory to do so, and an unsubmitted application that is not withdrawn will eventually expire, becoming abandoned. This is important to note as it could affect an SLA relating to the processing of applications.
You can withdraw an application in the Helpdesk or Assisted Channel space from either a List screen or a Details screen.
To withdraw an application from a List screen :
You can use the Bulk Action feature to withdraw multiple applications at once. Bulk actions are available on the Journey Workspaces List screen only. Neither Journey Brokers nor Journey Applicants support bulk actions, nor can they be performed from any Details screen.
To withdraw an application from a Details screen :
is located in the Actions group.
task in the application timeline.
is located within the selectedNote that the Withdraw action is only available for the first task of an application that has been saved but not yet submitted.
The Withdraw button is located in the Action panel.