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Status Planned
Workspace Workflow
Created by Guest
Created on Oct 15, 2021

Bulk Cancel, Retry and Send document/s manually to a workflow on an ad-hoc basis

As a user I want to select one or many documents (via instances) to send them to a workflow to trigger the workflow start events.

As a user I want to select one or many instances and cancel them when tidy up stuck workflows.

As a user I want to select one or many instances and retry them after fixing a workflow.

Use case example:

  1. Upload document and set Approval Workflow to "WIP" so as not to trigger workflow

  2. Select the document in the document drop-down (or otherwise) and select "Send to APPROVE" (which is the Event that the APPROVE workflow is looking for).

  3. The document would now enter into the automated workflow.

Practical use of functionality?

Send ten documents that failed to enter workflow on a specific workflow.

What is the impact of not doing this?

Unpicking documents that are stuck is fiddly and may require a process to be completely restarted by revising a document.