Starting a workflow via association |
Workflows can also be started on several screens that allow workflow association. To do that, when accessing the workflow association screen, click on the button. The following screen will be displayed:
Fill out the following fields: Process: Select the process that will be started. Some associations may have pre-set processes or process types for better control of the associations performed in the record. As soon as a process is selected, the buttons located on the side of this field will be enabled, allowing you to view the flowchart or the process data screen. Title: Enter a title for the workflow that is being started. This field may be automatically filled out if the selected process is configured with a default title. Description: Enter a description for the workflow being started. This field may be disabled if the "Enable description information" option is not checked in the process data (Process data Configurations Instance).
After completing the fields, click on the button to start the workflow. If the starter of the workflow is the executor of the first activity of the process flow, the activity screen will be displayed, allowing its execution. If the activity is configured with the permission to change the ID #, title, or description, a screen will be displayed allowing you to edit the instance ID #, Title, or Description.
If in the Process Security data, in the SE Process component, the "Enable starter to edit instance viewing permissions" option is checked, then, during the execution of the first activity, the Security section will be displayed, which will allow the starter to perform the desired security configurations for the workflow that was started. See more details about this section in the "Activity execution Entering the data of an activity" section.
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