This 'how to' can be recreated in either Nintex Workflow for SharePoint 2016, Nintex Workflow 2013 or Nintex Workflow 2010.
There are a few ways to start a workflow. You can set a workflow to start manually, on a condition (list workflows), or automatically when an item is created. I'm going to walk you through each of these methods. You can also start a workflow from another workflow by using the Start Workflow action.
To start a workflow automatically, you need to be in the Workflow Designer. Click on the Workflow Settings button in the Ribbon. The Workflow Settings dialog will open and this is where you can make your changes.
There is a field called Start when items are created. Select the drop down arrow and select Yes.
Once you have saved the settings and published the workflow, the workflow will start automatically when a user adds an item into the SharePoint list or library the workflow is associated with.
You can also configure to start a workflow if certain conditions are met.
For example, you may require the workflow to run when a user alters an item in a list.
To set a conditional start on a workflow, click on the Workflow Settings button in the Workflow Designer. In the Workflow Settings screen, you will see a Workflow Options section, and you will notice the Start when items are created and Start when items are modified section. This is where we can set a conditional start.
Use the drop down arrow to select Conditional in either the Start when items are created or Start when items are modified field. This will depend on what conditions you are after. A conditions button will appear to the right of the menu, click on it.
Use the Conditional Startup Options dialog to set a conditional start to your workflow. You can even add more than one condition. Once you have completed the workflow settings, publish the workflow and the workflow will be ready to use.
You can also start a workflow manually. This gives you greater control over when a workflow should run.
In the Workflow Designer, click on Workflow Settings in the Ribbon. Ensure the Start Manually check box is checked. Publish the workflow.
Now, to manually start the site workflow, navigate to the SharePoint site. In the Quick Launch menu, click on Site Contents. At the top, click on Site Workflows, and then select the site workflow you want to start.
Any workflows associated with the SharePoint Site will appear. Click on the Site Workflow you want to start. In the Start Workflow screen, click on Start to initiate the workflow. The workflow will then run.
Create a list or library workflow and publish it to your site. In the SharePoint list or library, add a new item (the workflow will not have started). To start it manually, click on the ellipsis (…) next to the item and select Workflows. Any workflows associated with the SharePoint list will appear. Click on the workflow you want to run. A visual image of the workflow will be displayed. Click on the Start button to begin the workflow.
You may want to initiate a site workflow or another workflow in the current list or library, from the current workflow. Workflows will only be included in the Start Workflow action if they have been published in the list or library where the current workflow is operating. When designing a site workflow, only published site workflows will be available.
To use the Start workflow action, drag the action onto the workflow canvas and select the workflow you want to start from the drop down menu.
Done here? Move on to the next tutorial>> Find out more about your workflow history and how they're running!
Could there be a reason why the "conditional start" is not always available when creating a list/library workflow? Noticed it in different environments already (SP2010&NW2010) and (SP2013&NW2013).
I created a seperate discussion: Conditional start missing
It is weird... point is I noticed it on quite some different environments (in house as well as @ customers) already. On our test environment its OK, production it's not available, on my VM same problem.
Just wondering if there might be something specific like a setting/Ihavenoclue that is causing it.
Is it possible to manually start a workflow via a hyperlink or button? Ideally a user would just be able to click once to trigger the workflow and even skip the Initiation form. But at this time I would even settle for one click to the Initiation form.
I have created a list and added a workflow which will be triggered when a item is added to the list. That's working fine. Now, i want to use the same workflow for other list too. So, can i do that ?
Is each workflow associated with only one list ? Do we have global workflows ?
I would say 'Export' from your list and 'Import' on your other list, depending on how many times you'd like to use your workflow.
Next to this, you could also create a snippet from your workflow (option on your save button) - you'll be able within that site(-collection) to drag your created workflow in your designer window like an action (new category "My Snippets" becomes available in your Workflow Actions window).
Another option would be to save your workflow as a template (option on your save button) - when creating a new workflow on your second list you will be able to select your template from the "Workflow Templates" pop-up that you get.
Nintex also provides us with different types of workflows: list/library workflows, site(-collection) workflows, site(-collection) reusable workflow templates and UDA's. Rob already wrote a post about the differences if you need a brief overview:Re: What is the difference between a site, list and a library workflow?
If the "Start Workflow" action is set to "start immediately", why does it not start immediately? I set the "Start Workflow" action to start immediately and after an hour, it still hasn't started.