Question:
How to start a multi-document workflow from the Cart in PromoMats?
Answer:
Multi-Channel Actions permission and the State Behavior of the workflow set as Execute is needed.
The user can start a multi-document workflow from the Cart following the steps below:
- Locate the affected documents from the Library and add them to My Cart.
- Click on the My Cart icon on the top right corner of the account.
- From the Cart section, click on the All Actions menu and then Start Document Workflow.
- Select the affected workflow from the drop-down menu and click Continue.
- Select the tasks needed, the due date and any other required fields.
- Click Start.
Related Documentation:
Knowledge Base:
- How to Start a Multi-Document Workflow from the Library in PromoMats?
- How to Start a Multi-Document Workflow from a Binder in PromoMats?
- How to Start a Multi-Document Workflow from Report Section in PromoMats?