Both the For a selected workspace and For multiple selected workspaces triggers are available as part of the iManage Work connector for Power Automate.
Trigger name | Use case |
|---|---|
For a selected workspace | When a user can and should be able to submit only a single workspace for your workflow. |
For multiple selected workspaces | When you intend to build your workflow to accommodate one or more workspaces. You can select up to 50 workspaces at a time. This requires additional complexity in the workflow to handle looping through each document and performing actions on each one. |
To add the Start a Workflow option to the context menu in iManage Work, refer to the Context Menus section in the iManage Control Center Help.
Activation
After it's added, the menu item is displayed to all users, but the permissions for a specified workflow are configurable. If there are no available workflows for a specified user or document, the No workflows available for the selected item message is displayed to users after they select Start a Workflow.
After activation in your environment:
iManage Work users can use this trigger to create a workflow that is displayed only to them or in workspaces they own.
Administrators (members of the NRTAdmin group) or support staff (users with Tier 1 or Tier 2 permissions) 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 specified user, the workflow is available for the documents that they have Read/Write or Full Access to. This behavior prevents 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 workspace or For multiple selected workspaces trigger:
Go to http://make.powerautomate.com and select +Create.
Create an Automated cloud flow.
To view all the available iManage Work triggers, search for iManage Work.
Select the For a selected workspace or For multiple selected workspaces trigger.
For the For a selected workspace or For multiple selected workspaces trigger, specify the following:
Workflow name: Provide the name that users will select when they want to trigger the workflow.
Description: Provide a detailed description of the workflow for users.
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.
Form ID: Select a form you’ve built in iManage Workflow Manager, or select None.
Available to Users and Available to Groups: Specify one or more user IDs or group IDs (semicolon-separated) for whom the workflow is available. Either of the Available to users or Groups filter is needed. Else, the workflow fails.
Show Form For Every Workspace (For multiple selected workspaces only): Specifies whether the form is presented once per selected workspace, or a single time for all selected workspaces.
Wait For Completion: This field lets you provide feedback on the actual Power Automate run status to the user:
If set to No, the user is quickly informed that the flow has started and that it won't wait for any status from the Workflow. Use this if the owner of the Power Automate flow is responsible for errors or issues reported by the flow. This should be used in most scenarios.
If set to Yes, you can provide actual workflow status to the user in various scenarios if it completes fast enough. You must use the Update workflow state action for all logical conclusions of your workflow.
If the flow takes longer than 60 seconds or you’re missing the Update workflow state action, then the user is informed that the flow is taking longer than expected. This should be used primarily in scenarios in which a known error can occur quickly and this feedback belongs with the user.
If the Start a Workflow menu is added to the context menu in your iManage Work environment, the workflow is made available to users as soon as you save the workflow in Power Automate.