Start a Workflow from a Nintex Form

Hi Caroline,

thx for your reply. I came to the same conclusion as your first solution - seemed to be the easiest way to achieve what I wanted.

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?!

Cheers

mai-kel

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?

Cheers

mai-kel

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"?

Both settings were already set to "yes".

ok, then it's not possible in view mode... sorry

Hi Caroline,

The first solution works fine without any issue on list workflow, but it is not working on the reusable workflow template. The workflow gets triggered if I click button "save as draft" instead of "Send". Do I need to do anything different for reusable workflow ?

Any thoughts ??

Thanks

Jag

Hi Jag,

I don't often use reusable workflows, so I can't help you a lot with that but there shoudn't be something different to configure. Have you tried to remove the start condition so that the workflow always trigger when an item is created/modified and then check the value of the column which should have a different value depending on  the clicked button?

Hi Caroline

I have got option 1 working OK, however after the workflow completes, if I edit the item and click 'Save' it re-triggers the workflow. Do you know of any way of stopping this?

Thanks

Well, within the workflow you should reset the value of the column to "0" to prevent new starts of the workflow.

Hi Sean,

Henning Eiben‌ is absolutely right . When I have such a workflow, I have the habit to put following actions at the beginning of the workflow :

• Run if : If my column connected to the save and submit button has the value "1" (or it can be another value), then
  • Update current list item to "reset" this column. In other words, set the connected column of the current list item to "0"
  • Commit pending changes

I add a "Run if" action because in specific cases, the same workflow can be started by clicking on a specific button on the form or it can be started by another workflow.

Hope this helps

Thank you Henning and Caroline, that's an easy solution and it seems to work perfectly! Another little tip to add to my list!

Great ! I'm glad that we could help

Hi Caroline

Just back regarding the unwanted workflow restarts - I had configured my form with the first step being a filter "Run if 'submitted' column =1". At the very end of the workflow I had Update current list item to "reset" this column to 0.

I'm just wondering if it's important to have the 'update current list item' at the beginning of the workflow also - just underneath the 'run if' filter?

Also is it important to have the 'commit pending changes'? step. (I've recently had an unwanted restart recently and also a form that failed to start).

Thanks

Hi Sean,

If in the workflow you don't update the current item or only once, then the "Commit pending changes" action is not important and you can put the "Update current list item" action where you want in the workflow. Be careful if in the workflow you're updating permissions of the current item: it will update the item and if the "submitted" column hasn't been reset, the workflow will trigger again.

Hope this helps

I’m having this same issue.

I think this is the new link to Vadim’s blog post that was previously referenced: Nintex Forms – Save or Submit – Workflow Excellence