Quick reference guide

Launch an instance

By the end you will have one live run of your workflow, moving through the graph and creating tasks as it goes.

About 4 minutes

Before you start

The Admin or Use role. Every role can look at the instance list, but only these two can create a run, start it, pause it or cancel it.
A workflow that is active and has at least one saved version. A draft does not appear in the workflow picker, because there is nothing to execute.

Instances running in the Hartwell demo workspace, which is example data, from creation through to the run appearing in the list.

The instance list, with every run's status, owner and current step. Demo workspace with example data.

Adapted from the in-product help centre, which stays the fuller reference. For how to raise anything this guide does not cover, see the Support Hub.

Launch a Workflow Instance in Dave: A Quick Reference Guide | Dave