Trigger a workflow through a custom action

Setup an action to execute a workflow

It is possible to create a custom action to execute a predefined workflow when the kanban ID is entered. As a custom action, this makes a widget available on the home page that, when a kanban ID is input, will trigger the workflow.

Procedure:

1. Create a new workflow. See how in our guide Create and update a workflow. N.B.: Do not add a trigger to it.
2. Create a new action, as described in How to create a worklist.
   • In the field Function, select Execute workflow.
   • From the dropdown Workflow name choose the workflow created at step 1.
   • Fill in the next fields for the widget's appearance and click Save.

3. Add the widget to the home page.

   • Get in Home.
   • At the bottom left or right, click Edit your home page.
   • In the drop-down list on the left or on the right (choose if you want the button on the left or on the right of homepage) select the action. Action title is same as Name field just chosen for the custom action.
   • Click Add widget to insert the action in homepage and then Close to close homepage editor.

   Now widget is set in the homepage. To set the widget for other users, first of all check if the action is available for all users and then each user need to repeat points 6 to 9 in their homepage.

Use cases

Updating kanban card quantity on scan

It is possible to create a widget to edit the quantity of a kanban card when it's scanned. To do so:

1. Create a workflow with the following settings:

2. Create a new action as follows:

3. Add the new action to the home page and start scanning. The following pop-up will appear, where the update of quantity is possible: