Initiate Workflow

You use the Start Workflow Dialog box to select the process to route the record.

To initiate a process:

  1. In a Workflow-enabled application, select one of the following options:

  1. Click Route Workflow . The Workflow dialog box opens.

Note: If more than one process exists, the Start Workflow dialog box opens.

  1. In the Workflow dialog box, click Initiate Workflow. The Start Workflow dialog box opens.

Or

  1. From the Select Action menu, select Workflow > Route Workflow. The Start Workflow dialog box opens.  

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

  3. (Optional) Enter a message in the Memo field.

  4. Click OK.