Start a new request
You can start a request in three ways:
- Search for a request.
- Browse for a request.
- Use a dashboard link.
The first two methods show a list of processes and descriptions, but the list includes only requests that you have permission to start.
The Start Request and Request Entry screens use the modern Baseline interface. Older screenshots may look different, but existing links and permissions continue to work.
To start a request, choose Actions > Start A Request in the left navigation.
After you start a request, Nutrient Workflow Automation shows a list of categories. Click ► to the left of a category to expand it.
Requests you can start appear under the category.
The example shows AI Data Extraction > AIDE Invoice Testing. To start the request, click the play button next to the request name.
Depending on the request setup, you may see a request description screen. You may also be able to submit the request on behalf of another user. If the description is too long, the page shows an error so you can shorten it before you continue.
The screen looks similar to this example.
Next, complete the form or series of forms that your administrator configures to gather request information and route the request.
After you complete the form, Nutrient Workflow Automation opens the Request Detail screen. This screen shows the request summary, open tasks, completed forms, and action history.
The request also includes three tabs: Request Management - Flow, Request Management - Task List, and Discussion.
The Request Management - Flow tab shows the process flow for your request. It shows each step, the path between steps, and a legend for statuses such as Completed, Open, Cancelled, Excluded, Failed, Not Executed, and Scheduled.
The Request Management - Task List tab shows tasks in a table. The table includes each task’s name, task type, status, start date, and end date. Use the search field to find a task.
The Discussion tab enables people associated with the request to add comments and attachments. This can include users assigned a task or users who received an email notification. Use the comment field to enter a message, attach files if needed, and post the comment.
