Activating a Workflow via the Dashboard

Multi-Workflow Line and Dashboard-Only Workflows can be activated from the dashboard by following these steps.

Step 1

From the Dashboard, select Activate Workflow.

Step 2

Select the radio button next to the workflow that you'd like to activate and click Next.

Step 3

If your workflow content is static in nature, review the details and if everything is as expected, click Activate Workflow and the workflow will run as configured.

If you have a Dashboard-Only Workflow that has been created with notification placeholders, the preview will load focussed on the first placeholder (highlighted in orange). Replace the content by typing. You can use the Tab key to move to the next placeholder. When all of the placeholders have been updated, you will be able to click Activate Workflow.

If you make an error when updating your notification, click Reset to revert the template to baseline.