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Run the Workflow
Run the Workflow
- Megan Ellis
Owned by Megan Ellis
Sept 14, 2022
Run the Workflow
Click the wand icon in the toolbar at top right to test the workflow we just created. The workflow opens in a popup window.
The first, last name, and other fields are automatically filled in. The Nav bar at the top shows the steps in the workflow. The Manager and Finance sections are automatically hidden.
- Click the Signature field and sign using your mouse.
- Click the "Send to Manager" button.
The workflow routes to the manager for approval. Remember that we set up the workflow to route by email so it will send a notification email to the email address we entered in the wizard for the manager.
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