Create a New Run Manually
A run is one time through a workflow. Starting one takes a copy of the workflow as it stands and hands it to people to work through.
Start a run
- Go to the Workflows page and find the workflow.
- Click Run on its row.
- Fill in the new run page, described below.
- Click Next Step. The run is created and opens ready to work.
Name this run
Leave it blank and the run is named with today's date. Fill it in and you get something you can actually find later: the customer, the property, the month. In a list of two hundred runs this is the difference between searching and scrolling. See Naming your workflow runs.
Who is involved
If the workflow assigns steps to roles, a Resolve roles to specific person panel asks who fills each role this time. Pick one person per role, or use Add all as participants and let the team sort it out.
Participants on this run lists everyone who can see and work the run. Add more with Add Participant. Being a participant is not the same as being assigned a step. See The difference between participants and assignments.
Optional settings
Open Optional Settings for four fields that are easy to miss and awkward to add later:
- Slack Channel. Posts this run’s activity to a channel.
- Start Date. Set it in the future and the run waits until then rather than starting now. See Schedule a run in the future.
- Due Date. The deadline for the whole run. Step due dates can be calculated from it.
- External ID. Connects this run to a record in another system. See Associate a run with the ID of a record in a different system.
Other ways to start runs
- On a schedule, for anything recurring. See Schedule a workflow run to recur every day, week, month.
- From a saved set of settings, when you start the same shape of run repeatedly. See Workflow Run Links.
- In bulk from a spreadsheet. See Import workflow runs from a spreadsheet.
- Automatically when a step completes in another workflow. See Create a new run automatically on step completion.
Video walkthrough
This video walks through creating a new run from a workflow.