is there any way to directly start a workflow from a form? I would like to use a Nintex-Form to populate a sharepoint-list. When the user clicks on a button of the form a nintex Workflow should be started - any hints on how to accomplish this?
Solved! Go to Solution.
There are two possibilities :
Hope it helps
So to have the form just send an email to notify someone that the SharePoint list has a new entry, everything above has to be done? Sounds like a work-around to the most basic of form functions.
If you'd like a workflow to be executed each time an item is created then you can configure this directly in the workflow settings - no need to configure anything in the form. The first method that I explained above has to be done if you'd like a workflow to be executed when the user clicks on a specific button on the form: for example, if you have a Nintex Forms with two buttons "Save as draft" and "Send" and you only want that your workflow starts when the button "Send" is clicked.
Hope this helps
The first solution is such a beautiful and easy way to start a workflow with a click on a button within NINTEX forms. Unfortunately this does not work with NINTEX on O365 (as there is no "conditional" start option):
Any suggestion how to solve this issue on O365?!
At the beginning of the workflow, you can add a condition to check if your property has the correct value. If it has, you can add all your actions and if it's no case, just don't add any action so that there will be no action to execute. So the workflow will always start but no action will be executed and it will directly stop.
Tell me if it's not clear
Note that now you can also use the Save and continue button which is very nice for this kind of use case
Have a nice day,
Ah, ok, that is also quite easy. Thanks a lot. I just tried it, but unfortunately I need to be in edit mode while pressing the dedicated button (value doesn't change from 0 to 1). Isn't this also possible while I'm in view mode?
Have you tried to change the configuration in the Advanced section of the button settings: "Visible when in view mode" to "Yes" and "Enable when in view mode" to "Yes"?