Triggering a Workflow manually

You can trigger a Workflow manually only for these entities:

  • Opportunity
  • Quote
  • Sales Order
  1. Access the details page of an entity.
  2. Expand the ION Workflows section.
  3. Right-click in the section and select Request Workflow.

    The application evaluates all Workflows defined for the same record type, and triggers the Workflow, if the conditions are met.

    If a workflow is processed successfully, the task is sent to the approver list and the record is added to the ION workflow section.

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