Automate start of Workflow with Cloudworks

hsich1020

Currently Workflow has to be started manually. Would like to schedule a Cloudworks task that would initiate a workflow

jziemer

Agreed! Would be nice to be able to link a "trigger" to start a workflow. For example, if someone run's an action to manually upload a file, it would be nice if the workflow approval process would automatically start without a Workflow admin having to intervene and manually start it. Similarly, would be nice to have any automated API start a workflow.

jziemer

To add further clarity on request: Allow any Anaplan Action or Process (weather using a button on a page or via any integration, regardless of User access status) to trigger a workflow template automatically without Workflow Admin having to manually trigger. (Model builders would need to build appropriate security around this action using roles).

FrankPau

Hello😊 Just a question: is Workflow nre functionality available with Polaris engine?

Thanks in advance for you help!

david.savarin

We are testing workflow and while it has some great potential, it s showing quickly limits as people today dont want to spend time launching manual workflows as BUA (though the ability to run it manually is required), they need the workflow to start on itself based on an automated trigger

FrankPau

@david.savarin are you saying that currently workiflow luanch is manual Only? I thought it could be triggered by other action/scheduled.

Thanks :)

david.savarin

@FrankPau : if it exists, I couldnt find it !

dan.fleming

Agreed - We need to be able to utilize the scheduler in Cloudworks as a trigger, or we need a native scheduler embedded in Workflow like how you can set up a recurring meeting in your email. Without this, there is still value, but it is diminished.

david.savarin

we especially need besides the scheduler to be able to include cloudworks integrations into the workflows