To manually start a workflow:
- Click Collaborate, Start Workflow. The Start Workflow dialog box appears.
- In the Workflow field, click the down arrow. The Select a Workflow pop-up window appears.
The workflows are filtered by workflow security, so you see only those workflows for which you have workflow security.
- Select a workflow template.
- In the Scope field, accept the default or click the down arrow and select the applicable portfolio or item from the pop-up window.
- In the Manager field, accept the default or select an applicable value. For more information about selecting a manager, refer to Selecting a Manager.
Note: The Manager field drop-down list contains the Manager and Alternate Managers defined in the Workflow editor Instance defaults step. If the manager there was defined as a role, the drop-down list contains one role and the names of users.
- The Description field displays the description of the selected workflow. This field is read only.
- If you do not want to start the workflow from the beginning, click on the Start from step drop-down to select the step at which to start the workflow.
- Click Permissions. The Workflow System Execution Permissions dialog box appears. For information how to change the Workflow system Execution Permission user, refer to Assigning the Workflow System Execution Permissions User.
- Click OK to close the Start Workflow dialog box.