How to Start a Workflow

Note:

  1. A Workflow model is defined at Platform level and is available within all projects
  2. See workflow video: https://www.cloudcms.com/resources/introduction-to-workflow.html

Example

Start a workflow from a ‘document’

  • There are a number ways to start a workflow. Here is just one:
  • open a document
  • Click 'Workflows' and then ‘+Start Workflow’

  • This will bring up the Start Workflow Form. Complete the fields in the form.

Notes:

  • In our example, the Adhoc Workflow, you will need another person/member in the project to select as the Approver
  • If the email server is configured in the tenant setup an email will be sent to the Approver user when the task needs approving
  • The Approver user will also see the task in their task dashboard at Platform and Project level