Run a Workflow Manually
From a record’s action menu
Manual trigger workflows also appear as options in the action menus on records — for example, in the member list, in a report, or on a member’s profile page.
This lets staff with appropriate permissions start a workflow on a specific record without needing access to the Workflows admin area.
How it works:
Find the record you want to run the workflow for (e.g., go to Members and find the member).
Click the Actions menu (usually on the row, or on the member’s profile).
Any published, enabled workflows whose trigger type is Manual will appear in the list.
Click the workflow name to start a run for that record.
Permission required:
The required permission is determined by the workflow itself — specifically, the union of permissions needed by all the actions and filters in the workflow. This is usually something like Manage Members rather than Manage Workflows. A staff member with day-to-day permissions can run workflows published for their use, without needing workflow admin access.
Only Manual trigger workflows appear in record action menus. Workflows with automatic triggers (event, condition, schedule) don’t appear there — they run on their own.

Search terms: