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If a Workboard record represents work that doesn’t need to be done any more or needs to be removed for other reasons, use the Workboard Delete Record steptype to do so. This steptype automatically selects the Workboard record associated with the CRM case or ticket your team is on.

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Step Configuration

In addition to the general step configuration options, this step has the following specific options that can be configured.
Unless you’re know exactly what you’re doing, you probably want to leave the Automatically Run this Step? box unchecked, giving your team the decision on whether to delete the record or not.
Last modified on January 27, 2026