Docubee allows a workflow to be selected and run to launch an instance or pick Run Multiple Workflows from the drop down to launch many workflows using a .CSV file.
Bulk Run
To begin, click Run on a workflow and select Bulk Run and then select Don’t have a .CSV? Download a sample. by clicking on the Download a Sample Link. This will export a .CSV format with the fields from the starting webform. Each row in the .CSV file will begin a new instance of a workflow and display in the in-progress tab of the dashboard.
By downloading the sample .CSV the mapping will be automated. If a different .CSV is added then the fields must be mapped to each property name.
Once mapping is ready, click continue and review the count of rows in the .CSV to ensure accuracy. Choose Cancel on Failure if you wish to stop creating workflows if a row is invalid. Click Run when ready.
Do not close the window until 100% complete.
Related Information
All About Workflows (Quick Reference)
Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.
