Initiate a Workflow

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This page introduces the different ways to initiate an Event Workflow and details how to configure them.

Initiation Options

There are three different options for configuring Workflow initiations:

Initiation Options	Description
Auto-initiate by Form	Most common configuration. Auto-initiate a Workflow based on the Form that is used.
Auto-initiate by Type or Category	Auto-initiate a Workflow based on a Type or Category of event that occurs (such as an incident).
Manually initiate a Workflow	Not encouraged. If there is not an auto-initiate option selected, then the Workflow relies on a user to manually click an ICWS response.

There are two triggers to consider when in the Create New / Edit Workflow screen. The triggers are dependent on each other, and auto-initiate starts as soon as the Form and Type/Category triggers are activated.

Trigger 1: Form - A Workflow will be initiated if a specific Form is opened.

Trigger 2: Type/Category - A Workflow will initiate if the defined event Type or Category is selected.