---
title: "Starting a Workflow"
slug: "starting-a-workflow"
updated: 2026-07-30T10:47:56Z
published: 2026-08-11T11:46:45Z
canonical: "help.idibilling.com/starting-a-workflow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Starting a Workflow

Click **START** on the Workflow menu.

**Show Picture**

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This displays the Start page where you can find, select, and start a Workflow.

**(Show picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/80395.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A40Z&se=2026-11-14T11%3A47%3A40Z&sr=c&sp=r&sig=%2BV42QtY23XEZAN9AIwTC30qGgbXD5h6bFZNZeiX1xcI%3D)

The **Available Definitions** area displays a list of all checked-in and promoted Business Process Definitions.

#### Refining the List of Available Definitions

To limit the number of Business Process Definitions displayed in the list, enter one or more of the search criteria and click **SEARCH**.

Search criteria:

| Name | Name of the Business Process Definition. |
| --- | --- |
| Type | Drop-down list of available workflow types, such as Custom and Order. |

#### Selecting and Starting a Workflow

The Start page gives you the option to auto-start the Workflow, or put it in a Waiting status, and open the Definition in the Layout page where it can be started as needed.

To proceed:

1. Select the Business Process Definition from the Available Definitions list. The right side of the page displays the fields associated with the selected Definition and includes the Definition's name at the top.
2. Enter the required information as needed.

**More**

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| Workflow Name (required) | Name of the running occurrence of the Business Process Definition which defaults to the Business Process Definition's name. > [!WARNING] > Warning > > By default, this field is populated with the name of the Definition, however, IDI strongly recommends that you edit this field and create a unique Workflow name for this instance. |
| --- | --- |
| Coordinator (required) | User name of the individual responsible for the progress of the Workflow. > [!WARNING] > Warning > > By default, this field is populated with the logged-in user, however, IDI strongly recommends that you edit this field and select the appropriate user for this instance. |
| Requested Due Date | End customer's preferred due date and time. > [!NOTE] > Note > > This field is optional. |
| Link Reference Type Link Reference ID | These fields let you establish the linkage between a workflow and it’s related customer or ticket. These fields are optional. The ***Link Reference ID*** field is not available until you make a selection for ***Link Reference Type***. Start by selecting **Customer** or **Ticket** in the ***Link Reference Type*** drop down menu. After making this selection, enter the specific customer or ticket ID in the ***Link*** Reference ID field. |
| Global Extended Data | System-defined fields. These are displayed only if required by the Workflow type. Required fields are denoted by an asterisk (*) |
| User-Defined Extended Data | Fields created when the Business Process Definition was configured. Required fields are denoted by an asterisk (*) |
| Auto-Start | Checked: When you click **START**, the Workflow is started with a status of ***In Progress*** and the baseline is calculated. Unchecked: **START** button changes to **CREATE**. Workflow status is ***Waiting*** and the Baseline is not calculated. |
3. If you chose to ***Auto-start***, click the **START** button to initiate the Workflow. The system starts the Workflow, calculates the Baseline, and displays the [Overview Page](/v1/docs/using-the-overview-page).

OR

If you did not select ***Auto-Start***, click **CREATE**. This opens the Workflow in the Layout view with a status of ***Waiting***. From here you can review the logic flow and start the Workflow by selecting **Start Workflow** from the **Waiting** drop down menu.

**Show Picture**

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