Triggers

Our iManage Work connector offers a For a selected document trigger to start a Power Automate flow. This trigger lets users start a Power Automate flow on a document from within the Work Web context menu of a document.

Get started with triggers

The iManage Work connector trigger is available as part of the iManage Work connector for Power Automate. When it's ready for use, the Start a Workflow option must be added to the context menu in Work. For more information on editing the context menu, refer to Using Control Center: Work Clients: Web Client: Context Menu.

Activation

After it’s added, the menu item appears for all users, but the permissions on a given workflow are configurable. If there are no available workflows for a given user or document, users see a message saying “No workflows available for the selected item” after they select Start a Workflow.

After activation in your environment:

• iManage Work users can use this trigger to create a workflow that appears only to them or in Workspaces they own.

• Administrators (members of the NRTAdmin group) or support staff (users with the Tier 1 or Tier 2 privileges) can use this trigger to create workflows for other users, groups, or workspaces. Workflow creators can limit a particular workflow's availability to certain Library IDs, Users, Groups, Workspaces, or Document Classes.

• After a workflow is made available to a given user, they see the workflow on documents that they have Read/Write or Full Access to. This behavior avoids scenarios in which a flow can edit a document that a user doesn't have permission to edit because the flow runs under the credentials of the flow creator.

Build your flow

To create a workflow that uses the For a selected document trigger:

1. Go to http://make.powerautomate.com and select +Create.

2. Create an Automated cloud flow.

3. Search for iManage Work to see all the available iManage Work triggers.

4. Select the For a selected document trigger

5. Within the For a selected document trigger, specify the following:

   1. Workflow name: Provide the name that your users will select when they want to trigger the workflow.

   2. Description: Provide a detailed description of the workflow for your users.

   3. Library ID: Select what library the Workflow will apply to. You'll need to copy and publish the flow for multiple libraries if you wish to have the same flow run in multiple libraries.

   4. Form ID: Not currently applicable; leave as “None”

   5. Return Folder ID: Set to Yes if you need to use the folder ID as part of the logic of the rest of your flow. If there is potential ambiguity because the document is in multiple locations, the user is prompted to select the folder they intend to run the workflow from. If your workflow doesn't use the Folder ID of the document, leave this field as No to provide faster response times for your end users.

   6. Available to Users, Available to Groups, Available In Workspaces, and Document Classes: Use these options to filter what kind of documents and users this workflow appears on.

If the Start a Workflow menu has been added to the context menu in your Work environment, the workflow is made available to users as soon as you save the workflow in Power Automate.