Auto-initiate Workflow using Type / Category
Setting a Form to the auto-initiate for Type / Category status means that a Workflow will automatically be assigned to an event once the defined Type / Category is selected. It does not mean the Workflow will start once the defined Type or Category is selected. To initiate the first step, the user must click an ICWS button.
If you know that a Workflow should be set up to initiate by Type or Category, then the Type/Category combination needs to be created in the CMO system before it can be added to a Workflow.
There are four detailed steps in this process.
Scroll through this page for further explanation, or use the links below to jump to a specific step:
- Create a Type / Category
- Add the Event Type / Category to the Form
- Add the Event Type / Category to the Response
- Configure the Workflow to auto-initiate upon Type / Category being selected
Step 1: Create a Type / Category
Type/Category combinations must be added to the CMO system before they can be assigned to a Workflow
Note: If your Type or Category is not yet created, click the individual Type or Category links (outlined in Yellow) and add the individual entries before adding the Type/Category combination.
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Step 2: Associate the Event Type / Category to the Form
Next, the Type / Category must be saved to the Form that will be used in the Workflow.
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Step 3: Add the Event Type / Category to the Form Response
After the Type / Category has been saved to the Form, Admins must attach the Type / Category to a Form response.
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Step 4: Configure the Workflow to auto-initiate upon Type / Category being selected
Lastly, the Workflow must be configured to auto-initiate when the Type / Category is selected in a Form.
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Note: Do not check both auto-initiate options in the Workflow configuration screen. |