---
title: "Workflow Tab"
slug: "workflow-tab"
updated: 2026-07-14T15:17:02Z
published: 2026-07-14T15:17:02Z
canonical: "help.idibilling.com/workflow-tab"
---

> ## 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.

# Workflow Tab

You can start and monitor Workflows from the Workflows tab in the InfoCenter. This tab provides a **START WORKFLOW** button and lists any Workflow instances started from the Customer.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/82042.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A32Z&se=2026-11-14T11%3A47%3A32Z&sr=c&sp=r&sig=W942OTAa%2FGDJR7%2F2BV3BOxmJrONhdJr%2BlbK15Q8ekSk%3D)

Initially the list will indicate ***No workflows*** until one is actually started for the Customer. On starting a Workflow from this tab, the Workflow becomes associated to the Customer and is listed under the Workflow tab.

Click Show More/Less to expand/collapse the Workflow view.

Clicking the Workflow name opens the Workflow module in a new tab.

#### Starting a Workflow

Clicking **START WORKFLOW** displays a form for selecting a Workflow to start. The drop down menu contains all Workflows of type = ***Customer***.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81834.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A32Z&se=2026-11-14T11%3A47%3A32Z&sr=c&sp=r&sig=W942OTAa%2FGDJR7%2F2BV3BOxmJrONhdJr%2BlbK15Q8ekSk%3D)

#### Permissions

Users require ***Start Workflow*** permission to start a Workflow for a Customer.