Start Workflow Action

When working with objects in Web UI, a Start Workflow Action button can be added to any Node Details screen. This allows users to work with object data and then initiate the object into a workflow with a click of a button.

Detailed information about how to set up a Node Details screen is outlined in the Node Details Screen topic.

These are the steps to add / configure the button:

  1. Enter the Web UI designer and selected the screen ID for the applicable Node Details screen.
  2. Within Node Details Properties, select Buttons from the Buttons parameter dropdown, then click go to component.

  1. On Buttons Properties, click the Add button below the Actions field, then select Start Workflow Action from the 'Add component' list and click Add.

  1. Within the Start Workflow Action Properties, all parameters are initially blank except for Workflow (defaults to first existing workflow in STEP). Make your selections and click Add.
  • Workflow* is the only required setting. This is the workflow that you want to initiate items into.
  • The Button Label is the text you want to appear in the button displayed on screen.
  • Select from ICON_AND_TEXT, ICON, and TEXT using the Button Type dropdown. If you select TEXT or ICON_AND_TEXT and the Button Label parameter is empty, the default text 'Start STEP Workflow' will display.

    • Button Types

    Button Displayed As

    ICON

    TEXT

    ICON_AND_TEXT

  • The Confirmation Message will display to the user once a successful initiation of the object is complete. If the parameter is left blank, a 'STEP Workflow "Sample Workflow (3 states) with Variables" has been started' message will display, with the name of the workflow displaying within the quotation marks.
  1. Click the Save button in the designer and Close.

Refer to the Initiating Objects in a Workflow using Web UI topic for information regarding how to use initiate an object in to a workflow using the Start Workflow Action.