Removing Individuals from Workflows

We need the ability to remove constituents from a workflow. There are already several ideas about this shared, but in my case I want to be able to use workflows for the recurring gift decline series the way I use action tracks in Database view. I need to be able to stop the workflow from continuing if the constituent updates their payment information so that they stop receiving notifications about it.

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  • Jul 25 2025
  • Reviewed: Voting Open
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