Prerequisites

• External User Portal configured with a workflow registration widget.
• Portal with widgets shared with the external user in External User Portal (CM030).
• External user included in the security list of the workflow type to be initiated.
• External user logged into the portal.

Presentation

External users can start specific workflows configured by the organization.

These workflows may be related to specific processes or to a defined process type, depending on the company’s needs.

There are two workflow-related widgets available in the External User Portal: Start Workflow and Activity Tracking.

See how to use them:

Start workflow

1. On the home page, click one of the available portal cards to open it in a new browser tab.

2. Inside the portal, locate the widget responsible for workflow registration.

3. Expand the widget to view the list of workflow types that can be initiated.

4. Identify the desired workflow type and click it to begin the registration.

5. Enter a descriptive title for the workflow in the field provided, clearly and objectively.

6. Click Start to complete the registration.

7. Fill out the workflow fields and click Approval to execute it.

Activity tracking

1. If a workflow is started but not approved, it can later be executed through the activity tracking widget.

2. Through the tracking widget, it is also possible to monitor the status of workflows that have already been executed.

Conclusion

In this way, the external user actively participates in the process, contributing important information for the execution and completion of workflows configured by the organization.