Triggering a workflow manually

You can trigger the workflow manually only for these entities:

  • Lead
  • Opportunity
  • Quote
  • Sales Order

For example, to trigger a workflow for a sales order manually:

  1. Select Sales > Sales Orders on the Navigation bar. The Sales Orders list view is displayed.
  2. Click Sales Order Number. The Sales Order detail view is displayed.
  3. Click Save.
  4. Click Request Workflow in the Sales Order Tasks section, in the Task Pane. The application evaluates the conditions defined to trigger the workflow.
  5. Click OK.
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