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Why a User Cannot Start a Workflow in Vault PromoMats and Medical?

  • Updated

Question:

Why a user cannot start a workflow in Vault PromoMats and Medical? 

Answer:

There are multiple reasons why a user cannot start a workflow: 

  1. The document is checked out and is required to be checked in.

    Checked_out_new_screenshot.png
  2. The document is in the middle of a Collaborative Authoring session. Users need to cancel the session.
  3. The document is in the middle of an active workflow. There can only be one active workflow at a time. 

    active_wf_new_screenshot.png

  4. The user does not have permission to start a workflow. 

NOTE: If a user does not see the action, even if the permissions are enabled, please check with Support.

Related Documentation:

 

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