This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. Customization tasks can be performed only while you are online. More information: Customization Permissions
Publishing a workflow makes it available to use as an automatic workflow A type of workflow that runs as soon as the conditions defined in the workflow logic are met. No user action is required to start the workflow., on-demand workflow A type of workflow that only runs when a user chooses to apply it to records from a toolbar or menu in Microsoft Dynamics CRM Online., or child workflow A type of workflow that runs only when started by another workflow. It is contained within a parent workflow and cannot be run on its own.. Unpublished workflows that are in a draft state cannot be used.
In the Navigation Pane, click Settings, and then click Workflows.
Select the workflow that you want to publish or unpublish.
To publish a workflow, on the Actions toolbar, click Publish.
- OR -
To unpublish a workflow, on the Actions toolbar, click Unpublish.
In the confirmation message, click OK.
You cannot unpublish workflows that have active workflow jobs Types of system jobs that perform the actions defined in a workflow on a specific record.. Before you unpublish a workflow, check for any active workflow jobs and cancel them. More information: Work with System Jobs