Initiating a Workflow

This article guides you on how to initiate a workflow.

What does it Look Like?

How to Initiate a Workflow?

In Manage Data, after the workflow is successfully initiated, the workflow initiator is the Created User of the record, and the workflow Initiated Time is the Created Time when the admin creates workflows for existing records.

1. In Manage Data, click a record with empty Workflow Status, and then you can view the details of that record.

2. Click Initiate Workflow and the workflow will be created.

Note:

An admin can batch initiate workflows in Manage Data. For details, see Batch Initiating Workflows.

Rules Description

1. After initiating workflows in Manage Data, the Update Record type of Automations and Webhook will be triggered instead of Create Record, and the Triggered Action will remain the same.

2. If the Created User belongs to multiple departments and the approval node is set to Sequential Approval, the admin needs to select the department for approval when initiating workflow for a single record as follows:

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