How do I restore deleted tasks in CCH Axcess™ Workflow?
- Article Type:
- How To
- Last Modified:
- 11/05/2022
Objectives
Learn how to restore deleted tasks in CCH Axcess Workflow.
Environment
- CCH Axcess Workflow
- Restore Deleted Task Utility
Procedure
Restore Deleted Tasks
The Restore Deleted Tasks feature is used to restore Tasks that have been recently deleted.From the Utilities menu, select Delete/Purge Utilities > Restore Deleted Tasks.
To restore a deleted Task:
- In the Restore Deleted Tasks page, specify the criteria such as Last Name/Entity Name, Originating Location, Account Number, Type of Task and Current Location to search for tasks that you want to restore.
- Click Search to display the tasks with the given search criteria.
The deletion information is displayed in the columns Deleted By and Deleted On. - Select the check box beside the task(s) that need to be restored.
- Click Restore to recover the deleted tasks in CCH Axcess Workflow.
Export Deleted Tasks
You can download the tasks that are displayed as a result of the search when you click Export to Excel.Additional Information
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Solution Id | 000233356/How-do-I-restore-deleted-tasks-in-CCH-Axcess-Workflow |
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