Running Workflows

This section explains how to run workflows on accounts. The list of workflows available to choose is displayed in the left navigation panel. When selecting a workflow the user is prompted with various questions, decisions, tasks, and screens to complete the workflow. Once all of the steps are completed, a message is displayed indicating the workflow has been completed.

Workflows are configured to be either manual or automated. Automated workflows do not require any manual steps and process automatically once it is selected from the workflow list. The example below shows how to run a manual workflow.

The list of workflows available to the user is configured by the System Administrator. For more information refer to the System Administrator Guide.

With an account in context in the workspace, navigate to the left navigation panel. Click the Workflows tab. The list of available workflows for the account populates in the tab.

Click to select the workflow to run. The workflow populates within the workspace. The example below is a Post Comment workflow. For a list of System Workflow Steps, please see the Workflow Steps section of this guide.

Enter all required information to complete the workflow step and click Go To Next Step.

The Instructions panel to the right of the Workflow step displays a basic set of instructions for running the workflow. If more detailed instructions exist for a workflow, click

When processing a workflow, users may be required to click in a Task that was automatically completed by the workflow. Refer to the following list to identify the situations in which a task is automatically completed:

When the workflow is completed within the task, the task is automatically be completed.
When the workflow is completed outside the task, the task remains open, and requires the user to complete it manually.
When the workflow is canceled, the task remains open, and requires the user to complete it manually.

If there are no further steps to take, the workflow completes successfully and a confirmation message appears in the workspace. The workflow history updates to indicate the workflow was run.

Workflow steps may be assigned to workflow queues to which a user does not have access. If a user does not have access to a workflow step, a message appears indicating that the step has been assigned to another user for completion.

Person System Screens

Workflow History