Launch workflow from a form

You can launch a workflow from a workflow policy that has a form associated with it.

To launch a workflow from a form

  1. Navigate to the object store and folder that contains the workflow policy that you want.
  2. Click the name of the workflow policy to open the form at the Launch Step.

    NOTE  You can also launch a workflow from a form template that is assigned to a workflow. If this is the case, the form opens with a Launch button on the form toolbar. If there are multiple workflow policies attached to the form template, the Select Form Policy page is displayed. Click Select below the description of the document or workflow policy to open the form. To exit, click Close.

    If the form template is not associated with a workflow policy or document policy, the form opens in a read-only state, and you cannot fill out the form.

  3. Fill out the form; then click Launch to save the form data, launch the workflow, and move it to the first step. Depending on how the form policy is configured, the form data may be automatically saved or you may be required to follow the steps in the Add Document wizard. Then the next step in the workflow process is displayed.

    If you need to launch the form later, click save. After the form is saved, it closes. Click Exit on the Launch Workflow page. For information about launching a saved workflow form, see "To launch a saved workflow form" in Save Forms.

    NOTE  When you save the form to launch it later, only the edits to the form data are saved. Edits to Workflow Groups and Attachments are not saved.

If the form contains a Workflow Groups button, you can modify the users/groups assigned to workflow groups. If the form contains an Attachments button, you can assign and unassign attachments.

For a description of other buttons that can appear on a form at different steps of the business process see Workflow based form operations.

For information about open or save a launched workflow form, see Open forms or Save forms.



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