How to start a Legacy Workflow in PromoMats?
To start a Legacy Workflow, please use the following instructions:
- From the document, click on the Workflow Actions menu on the right side of the screen.
- Select the correct workflow as needed.
- Enter in the reviewers and any relevant information, then click Start
- To confirm the workflow has been started, you will see next to the document name the Show Active Workflow button
The State Behavior of Execute or the user has a Role Override for the workflow affected as well as having the Workflow: Start option in the user's Permission Sets is required to start a workflow.
Note: If there is no Workflow Actions menu, then the user does not have the correct permissions to perform the action
Vault Help: About Legacy Workflows
Knowledge Base: What is a Document Lifecycle in PromoMats?
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