To start a new workflow instance, the following pre-requirements need to be met: 

  • The workflow first needs to have been created and made live by a Workspace Manager,
  • The user has to have permission to start the workflow,
  • If the workflow applies to files, the file has to be in a workspace within the scope of the workflow,
  • If the workflow applies to specific File Types only, the file has to be classified with one of the File Types within the scope of the workflow.


If those criteria are met, there are two possible places where to start a workflow.



Case 1 - Workflow applicable to files


For workflows applicable to specific File Types or to any files, the workflow can be started directly from the Powertools window of the file.

  • In Drive, open the folder in which the file you want to start the workflow on is stored.
  • Click on the Powertools properties icon to open the Powertools window.
  • In the Powertools windows, click on the workflow icon on the top right.
  • In the panel that appears on the right side, you will see the list of all workflows that are applicable to this file and that you are allowed to start. Click on the workflow you wish to start.
  • The workflow start event form appears. Fill the form and click on the submit button to start the workflow.



Case 2 - Standalone Workflows


Standalone workflows - so workflows that do not require a file to run - can be started from the Workflow Dashboard.

  • Open the workflow dashboard by clicking on its icon on the top right of the Drive window.
  • From the dashboard, click on the "START WORKFLOW" button at the top right.
  • In the dropdown list, you will see the list of all standalone workflows you are allowed to start. Click on the one you wish to start.
  • The workflow start event form appears. Fill the form and click on the submit button to start the workflow.