Question:
How to start a Legacy Workflow in PromoMats and Medical?
Answer:
To start a Legacy Workflow, the user needs a Security Profile including Workflow: Start permission and the State Behavior of Execute in the Atomic Security for the State are required.
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 appropriate workflow.
- Enter the reviewers and any required information, then click Start.
- The Show Active Workflow button will appear next to the document name.
Note: If the Workflow Actions menu does not appear, 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?