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How to Start a Multi-Document Workflow from Report Section in PromoMats?

  • Updated

Question:

How to start a multi-document workflow from the reports section in PromoMats?

Answer:

Multi-Channel Actions and Create Report permission and the State Behavior of the workflow set as Execute is needed.

The user can start a multi-document workflow from the report results following the steps below:

  1. From the Reports tab, create the Report and filter as needed. Run the report.
  2. Select the affected Report. 

    reports.PNG

  3. From the All Actions menu, select Start Document Workflow.

    startwf.PNG

  4. Select the workflow from the drop-down menu and click Continue.

    start.PNG

  5. Select the tasks needed and any other required fields. 

    selctnew.PNG
  6. Click Start.

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