How to Easily Run Workflows with Workflow Run Links

[Music] in any busy team there will always be cases where you need to run an ad hoc process you might not have time to go trawling through your workflow library to find the instructions you need or you might not even have access to search it that's where process street's workflow run links come in workflow run links allow you to run a new actionable workflow at the click of a button you could be looking to book paid time off click a link for your pto workflow in your employee handbook and boom you're already inside the workflow you need to set up a workflow run link go to your process street library and click the three dots next to the workflow you want to run you can open the same menu by clicking the workflow to open it in the right hand menu select more options and then workflow run link click the copy button then paste the link wherever you want to put it be it as a custom salesforce link for client onboarding or as a link in your company's policy documents you can change the access permission to your run link with these options you can choose between allowing only members of your process street organization to run workflows using the link or to allow anyone who clicks it to do so for example a customer feedback workflow should be available to everyone so that your customers can fill it out whereas a workflow with sensitive information in it should only be accessible by your team by clicking the link options drop-down you can add variables to your run link to pass information into your new workflow run this is great for workflows like your client onboarding process and you can pass their data directly from salesforce to your workflow and save the hassle of data entry start running and tracking your workflows at the click of a link today sign up for free at process.st [Music] you

Channel: Process Street

Views: 268

Keywords: standard operating procedure, sop, process, bpm, business process, saas, b2b, workflow management, workflow run link, run workflows, track workflows, how to track workflows, how to track processes, process run link

Id: p_8hL3ifsq8

Length: 2min 18sec (138 seconds)

Published: Wed Oct 06 2021