> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Run a workflow

> Run a workflow for a client from Core, fill in its form and follow the request to Executions.

Pick a workflow and a client, fill in the form and submit. The result gives you the run's reference and, for some workflows, a one-time password.

<video controls preload="none" playsInline poster="/images/videos/run-a-workflow.jpg" src="https://mintcdn.com/triggr/arzEeC0dwWyO5_rA/images/videos/run-a-workflow.mp4?fit=max&auto=format&n=arzEeC0dwWyO5_rA&q=85&s=4f37738c2530f94ba3eb61dab40a7abb" />

Run any workflow: picking a workflow and client, the form, and what the result tells you (1:20).

**1. Choose the workflow and client**

Click **Run a workflow** at the top of the sidebar, pick the Workflow and Client, then click **Open form**.

![The Run a workflow dialog with Forms and Reports tabs, a Workflow list set to User Onboarding, a Client list set to Acme Corp, and Cancel and Open form buttons.](https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/run-a-workflow/run-dialog.png?fit=max\&auto=format\&n=MwzXHG3UWzFixdSz\&q=85\&s=aea3fcef092b147c8b0ac00fe1f7e236)

**2. Fill in the form**

The form asks that client's questions; What will run lists the steps and who approves.

![The User Onboarding run form for Acme Corp with First name Jane, Last name Doe, Domain acme.com and Work email jdoe@acme.com, beside a What will run panel listing external approval and five steps: Create user, Assign licenses, Add to groups, Grant mailbox access and Send welcome email.](https://mintcdn.com/triggr/MwzXHG3UWzFixdSz/images/core/run-a-workflow/run-form.png?fit=max\&auto=format\&n=MwzXHG3UWzFixdSz\&q=85\&s=274a8ecf767bbbc07ab95c4a71308976)

**3. Submit**

Click **Submit request**. Note the reference, such as `B4D8E2A6`: search for it in [Executions](https://kb.mspprocess.com/core/use/executions.md) to find the run. User Onboarding and Password Reset show a Temporary password once: click **Copy** before you leave.

![The Request submitted card for Password Reset · Jane Doe (jane.doe@acme.com) · Acme Corp with the reference B4D8E2A6, a timeline of Submitted by Alex Morgan and Running on Acme Corp, a Temporary password box with a sample password, a Copy button and the note Shown once — copy it now. It won't be shown again., and View in Executions and Run another buttons.](https://mintcdn.com/triggr/arzEeC0dwWyO5_rA/images/core/run-a-workflow/request-submitted.png?fit=max\&auto=format\&n=arzEeC0dwWyO5_rA\&q=85\&s=002438ba50d611cfd5d1d3deebe92edb)

| Status | Meaning | Button |
| - | - | - |
| Running | Core has started the run. | View in Executions |
| Awaiting approval | A teammate approves it on [Approvals](https://kb.mspprocess.com/core/use/approvals.md). | View in Approvals |
| Awaiting client approval | The client's contact approves it from an emailed link. | View in Executions |

If the request needs approval, the password is set once it's approved. The Reports tab of Run a workflow opens a read-only lookup instead; see [Reports](https://kb.mspprocess.com/core/use/reports.md).

## Troubleshooting

> [accordion] “This workflow isn't available for internal runs”
>
> It's Public form only or Disabled, for every client or for this one. Set it to Internal only or Internal + public under Config and save.

> [accordion] “No primary domain is set for …, so the work email can't be generated”
>
> Set the client's primary domain on Clients, or choose Show options on form under the workflow's Domain setting.

> [accordion] A “… will fail for …” warning above the form
>
> The client's Microsoft access is missing something. Click How to fix, or see [Keep an eye on Microsoft access](https://kb.mspprocess.com/core/get-started/add-your-clients.md#keep-an-eye-on-microsoft-access).

> [accordion] “… has no available licences (0 of N seats free)” when you submit
>
> The client has no free seat for that licence. Free one, or let Core [buy seats automatically](https://kb.mspprocess.com/core/manage/licences-and-distributors.md#buy-seats-automatically).

> [accordion] “This workflow's approval policy needs a client approver email”
>
> Override the client's Approval card with its Client approver email. See [Settings for each client](https://kb.mspprocess.com/core/get-started/configure-user-onboarding.md#settings-for-each-client).

> [accordion] “This workflow's approval policy needs an approver email” or “… needs an approver group”
>
> The approval names no approver and you have no internal approvers. [Set them up](https://kb.mspprocess.com/core/use/approvals.md#set-up-internal-approvers), or choose an approver on the workflow's Approval card.

> [accordion] “… goes to your default approver group, …, which has no members”
>
> Add someone to the group under **Settings > User groups**.

> [accordion] The run failed after you submitted it
>
> Open it in [Executions](https://kb.mspprocess.com/core/use/executions.md#fix-a-failed-run): Why it failed gives the cause and the fix.

Next: [Executions](https://kb.mspprocess.com/core/use/executions.md).


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