Launch From Person Profile

You may have noticed that there is a button on the Person Profile page labeled Actions. On this menu there is an item entitled Person Data Error. Clicking on this menu item launches a workflow that allows the person to report any data integrity issues to the proper team. You can easily add your own workflows to this list.

The first step is to create your new workflow. Be sure one of your first actions uses the Set Attribute From Entity. This takes the person whose record is being viewed and places them in a workflow attribute (this attribute should be of type Person). Your workflow can then add any processing logic from there.

Once your workflow is defined, you can add the workflow to the action menu. This is done by editing the block settings back on the Person Profile page. There you'll see a setting for selecting workflows to add. Workflow security will be considered when building the list so you can make sure that only certain people are able to launch the workflow.