If you see the following green gear on an item, that means you have a workflow activity to perform. To perform the workflow activity, click the green gear.




If you have 2 or more items with the same workflow activity to perform, you can select them in the grid, and perform a bulk workflow action by clicking the green gear in the toolbar shown below.




If you are on the item properties page, you can perform workflow by clicking the green gear button in the bottom right corner, or in the toolbar shown below.




Depending on the type of workflow activity you have received, click the correct workflow option to send the item to the next step in its workflow. In the below example, the user has a Schedule Task workflow activity to perform.





How To?

How To Add a New Item in a SmartApp

How To Sort, Group, & Filter the App Grid

How To Add Columns to the Grid & Create a Custom App Grid View

How To Create AppGroups

How To Perform Workflow


Last Updated: Nov-25-20