To initiate a new request in a workflow, follow the steps below:
1-The first method is to initiate a workflow request from the Dashboard on the home page of Cflow. You need to click on the Dashboard button designated by the Home symbol on the left corner of the page.
2- The second method of initiating a workflow is by choosing the “Workflows” icon on the left side of the page.
3- The third method for initiating workflows is from the First Stage Inbox page. You may click on the Add New button on the first stage Inbox page to initiate a new workflow request.
Initiating a workflow request in Cflow can be done in multiple ways. Given below are 3 ways of initiating a workflow request in Cflow.
a) The first method is to initiate a workflow request from the Dashboard on the home page of Cflow. You need to click on the Dashboard button designated by the Home symbol on the left corner of the page.
Once you click on the Dashboard button, the workflows that you have access to are displayed on the right side of the page. You can initiate each workflow by clicking on the Initiate button included under each workflow.
(b) The second method of initiating a workflow is by choosing the “Workflows” icon on the left side of the page.
Once you click on the Workflows icon, you will be directed to the workflows that can be initiated by clicking on the Initiate button under each workflow. In the screenshot below, the Travel Request Approval workflow is chosen
(c) The third method for initiating workflows is from the First Stage Inbox page. You may click on the Add New button on the first stage Inbox page to initiate a new workflow request.
In the example given below, the Travel request approval workflow is initiated by clicking on the Add New button.
When you create a new Travel Request Approval workflow request, you need to provide data to fill out the form.
Once data on the form is filled, you can either Save the form as a draft or Submit the form. You can save the form by clicking on the Save Draft icon, which is below the Submit icon on the right-hand corner of the screen. Saved requests are identified by the ‘D’ prefix and can be accessed from the Stage Inbox
Once all the data in the form is filled, you may proceed to Submit the form.
Note: If you do not see the Initiate button, then you may not have access to initiate a request in the workflow. Talk to your administrator if you need access to initiate.