There are two was to start a workflow, from the workflow summary/overview page or from within the workflow itself.
To start a workflow from the summary/overview page
1. Navigate to the workflow summary page.
2. Click on the ‘Start’ button next to the workflow you wish to start.
To start a workflow from within the workflow template
1. Navigate to the workflow summary page.
2. Click on the ‘View’ button of the workflow you wish to start
3. Click on the ‘Start workflow’ button
Once a workflow has been started either from within the workflow itself, or via the workflow summary screen the following steps are required.
4. Enter in a title.
5. Enter in a workflow owner (if left blank it will be defaulted to you as the owner, if using a step-by step with assignment workflow and a step has been designated to belong to the Workflow owner, this individual named here will be responsible for that step)
6. Under the Started On date, the workflow will default to today’s date, if you want to be specify a Due On date then remove this value and enter a date in the Due On box
7. Add attachments (if required)
8. Click on the ‘Save’ button.
The Checklist is placed in an In Progress state. Depending on the style of workflow chosen will result in the following screen to be slightly different when displayed.