Route Workflow

You can use the Route Workflow action or toolbar button to route a record into a workflow process manually.

To route a workflow:

  1. In a Workflow-enabled application, display the record that you want to route into a workflow process.

  2. From the Select Action menu, select Workflow > Route Workflow.

  1. In the Process field, enter a process or click Process and select one from the list.

  1. (Optional) Enter a memo in the Memo field.

  2. Click OK.