Start a New Workflow

When you start a new workflow, it is associated with the selected version of a rule flow. For a specific version, only one workflow can be in progress at a time. To start another workflow for the same version, you must first complete the in-progress workflow, or terminate the in-progress workflow process. A workflow can be started only for a version of a rule flow that is in the state of Current.
  1. Open a rule flow.
  2. Click Workflow action menu on the right-side of the object toolbar.
    Start Workflow
  3. Enter a name for the new workflow.
  4. (Optional) Enter a description for the workflow.
  5. Select a template from which to create the workflow.
  6. Click Start.
For more information, see Managing Workflows.
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Last updated: February 22, 2017