Running a workflow
If you have the appropriate permissions and privileges you are able to run a workflow.
- Go to the workflow object you wish to run.
- Run the workflow.
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From the Details page
- Select
for the workflow object then to open its Details page. - Select in the top right of the Summary section, then .
- Select
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From an object card
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From an object card
- Select for the object card then .
- Alternatively, click on the
icon to open the Details Summary blade and select Run workflow.
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Enter the required and/or optional information for the fields on the task form, then the workflow.
The fields and actions on the task form will vary based on the workflow.
Once you have started the workflow, you will receive a message letting you know that it’s been successfully started. Any errors will also be displayed. Close the current window / tab of your browser and return to the main window / tab.
When a workflow starts and a workflow slip is created for that workflow, you will be able to view related tasks in your Tasks page.
The workflow task form is displayed in a new browser window / tab. If a start task form is not displayed, it might mean that the workflow started silently - for more information, see Running a workflow.