Overview

The Clear Roles action clears the values from selected fields on a form (excluding formulas). This is particularly helpful to users who are working with existing assessments because they avoid the need to go into the assessment and manually remove data that's no longer applicable.

For example, the Clear Roles action may be used when assigning an object type or assessment to a new user in a different role.

Before you can create this action on a workflow state, the fields must be added to the object type as components and a transition must be created.

Note:
Avoid using the Clear Roles and Role Management action on the same transition. The Clear Roles action clears all roles from a form.

User Account Requirements

The user must have Administrator permissions to access the Admin Overview screen.

Required Information/Setup

Please refer to the Add a Trigger & Transition to a State article for instructions on how to add triggers and transitions.

Please refer to the Roles and Workflow Permissions sections for more information on configuring roles and workflow permissions.

Navigation

From the Home screen, click the Administration icon.

Administration Icon

From the Administrator Settings menu, click Admin Overview.

Administrator Settings Menu

From the Admin Overview screen, click the Object Types tile under the Data Model section.

Object Types Tile

From the Object Types screen, enter an object type name in the Search field to narrow down the object types list.
Click the object type name you want to edit.

Object Type Name

From the Edit Object Type screen, click a workflow under the Workflow tab.

Workflow Tab

If there are no workflows listed, click the Configure Workflow button.

Configure Workflow Button

Add a Clear Roles Action to a Transition

From the Edit Workflow screen, click the trigger that you want to add the Clear Roles action to.

Workflow Trigger

From the Edit Trigger pop-up, click the Configure icon under Transitions.
Configure Icon
Click the Add Action button under Actions.