Start a global workflow

You can start a workflow that is not linked to an asset from a dashboard if the workflow definition settings allow you to.

Requirements and permissions

• You have a global role with the Start workflow global permission.

  Note Users that have a global role with the Workflow Administration or System administration permission do not require this permission explicitly.

• You have one of the roles defined in the Start workflow definition setting or there is no role defined.

Steps

1. Go to a dashboard.
   • If the dashboard does not have the workflow widget and you have the right permissions, you can add it yourself, see Add a widget.
   • If you are not logged in and the guest user access is enabled for the workflow, you have to provide some identification and click Continue.
2. In the workflow widget, click on the button of the workflow that you want to start.
3. Fill in the required information in the dialog box and click the button at the bottom to confirm.

   Note The button's label depends on the workflow, for example, "Propose" for the Propose Business Term workflow or "Create" for the New Data Set workflow.