Starting a workflow

When process definitions have been registered in OpenKM, the users will be able to start a workflow.

Each user has an assigned Profile with a set of enabled workflows. If the workflow does not appear in the list, review the workflows enabled in the user Profile.

A workflow process can be started from any node type (document, folder, mail or record).

  • From default OpenKM web user interface "go to Desktop view" (  this is usually the default tab when you log into OpenKM ).
  • Click on a node for selecting it ( document folder, mail or record ).
  • Click on the toolbar "Start workflow" button.

A Workflow can require to fill a form as a part of starting a workflow. This is an optional step that depends on the way it has been defined the workflow.

You can see a example execution of a workflow at Sample workflow execution.