courtney_shelto
Nintex Observer

Re: Start workflow with a button

I know this is an old thread, but I can't get this solution to work for me for a site workflow in Office 365. 

My goal is simply to put a link or button on a SharePoint page that starts a site workflow; anyone have any tips or assistance? I've been searching on the community but I'm mostly finding either 2013 solutions (that won't work for me) or List solutions I've not been able to tailor.

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andrewg
Automation Master
Automation Master

Re: Start workflow with a button

Do you have a subscription yet? I've made seen buttons that start NWC workflows.  

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courtney_shelto
Nintex Observer

Re: Start workflow with a button

Hey Andrew, sorry if I wasn't clear, I'm trying to do this for a site workflow. Are you suggesting that I basically use a NWC workflow to do that, and have the button start the NWC Workflow?

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Not applicable

Re: Start workflow with a button

Anyway you can share more details about your solution?  I am trying to create a button that will perform a javascript function to launch a workflow that duplicates the current form (into a new record) and populates/carries over some data. 

Appreciate any assistance.

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gman
Process Pupil

Re: Start workflow with a button

Kevin,

Sure, you will need SharePoint Designer to add the custom button. There you can create Custom Actions for any list/library. In the custom action you want the "Navigate to URL" option. Here you will put the URL to start either a list workflow or a site workflow. We've used both. The site workflow, when users don't have edit permission to a list/lib, which then calls the list/lib workflow for them.

The URL is structured as follows:

http://SP-site.com/_layouts/15/NintexWorkflow/StartWorkflow.aspx?WorkflowName=MyWorkflow

You will need an image to place in the ribbon that gets added to the custom action in two sizes; 32x32 and 16x16. These can be saved to one of the site asset libraries if you like.

Regards

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Not applicable

Re: Start workflow with a button

Currently, I am using the Nintex forms.  But, how will I be able to use that workflow to create a new record in the current list and copy selective data from the record (FORM) currently being viewed.  That is part of my issue.

Thanks for the time and reply.

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gman
Process Pupil

Re: Start workflow with a button

Kevin,

Your javascript/workflow approach can work as long as the form you are in is not an "edit" form. IIRC workflows don't run on edited items until after the form has closed. If however, you're talking about an item being viewed, then this could work. You could initiate a list workflow from the current form that uses the itemID of the currently viewed item as an input parameter for the list workflow. It would be as if the user started the workflow from the item's (ECB) menu.

I'm not familiar with Nintex Forms so I don't know what the javascript limitations are. The javascript could build the URL as described above, incorporating the currently viewed item's itemID.

Hope this makes sense.

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andrewg
Automation Master
Automation Master

Re: Start workflow with a button

Kevin, you could do this in an alternate method. By simply creating a Choice field in the list of type radio button. Then select to display as a button in control settings. Then in the item workflow that starts on new or modified, it can check for a value in the new Choice field, when it is there it can then create a new item in any list with any of the available data in the form (current item). Or calculate to new values.

You may not need a javascript button to start a workflow, but have the same user experience with a choice field button. Just a thought to share in case it is of any use.

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andrewg
Automation Master
Automation Master

Re: Start workflow with a button

Just following up if any of these options helped to find a resolution.

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kalyanpolasi
Nintex Newbie

Re: Start workflow with a button

No Andrew. Nothing has helped me. However, when the script posted above by you was working pretty well with SPD workflows, but not with Nintex. I also posted my SPD working script in another similar question.

https://community.nintex.com/message/22533

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