Question:

How to start a Legacy Workflow in Vault PromoMats?

Answer:

In order to start a Legacy workflow, the State Behavior of Execute or the user has a Role Override for the workflow affected in the State as well as having the Workflow: Start option in the user's Permission Sets is required.  

To start a Legacy Workflow, please use the following instructions:

1. From the document, click on the Workflow Actions menu on the right side of the screen.
   
   
   
   
2. Select the correct workflow as needed. 
   
   
3. Enter in the reviewers and any relevant information, then click Start.
   
   
   
   
4. To confirm the workflow has been started, you will see the Show Active Workflow button next to the  document name.
   
   
   
   
   
   
   Note: If the Workflow Actions menu does not appear, then the user does not have the correct permissions to perform the action.

Related Documentation:

Vault Help:  About Legacy Workflows

Knowledge Base:  What is a Document Lifecycle in PromoMats?