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sharepoint 2013 wire together custom list to workflow RRS feed

  • Question

  •     I am asking this question since this is the first project that I have worked on using SharePoint 2013. Right now I have created a custom list, obtained the default save and cancel buttons by opening the file in SharePoint Designer 2013, and then opened InfoPath 2013 from SharePoint 2013 designer. I have also published the custom list on my 'test SharePoint area'.

      Now I want to 'wire together' the custom list to a workflow. I will probably create the workflow using VISIO premium 2013.

      I have seen some videos on how to connect a list to a workflow generally. However I do not  know how to  connect the custom list when the user clicks the 'save' button on the custom InfoPath form and start the workflow. 

      Thus can you tell me how to connect 'wire together' the custom list when the user clicks the 'save' button on the custom InfoPath form and start the workflow? Would you explain this to me and/or point me to link(s) (url) that will show me how to accomplish my goal?



    Tuesday, January 6, 2015 2:48 PM

Answers

  • If I understand correctly all you need to do is once your workflow is created make sure you check "start the workflow when new item is created" option.

    You can use SharePoint Designer 2013 for creating your workflow and as long as you have Visio installed you can use Design View.

    Go through the following video on creating simple workflow using SharePoint Designer. Watch the option that gets selected at 3:00  minute mark.

    Create simple workflow SharePoint Designer 2013


    Amit

    Tuesday, January 6, 2015 3:28 PM
  • Wendy, usually form customisation (be it SPD/InfoPath/Script) and SPD workflow don't interfere each other. Just "start the workflow when new item is created" Amit said. Shouldn't be a problem. 

    Please 'propose as answer' if it helped you, also 'vote helpful' if you like this reply.

    Tuesday, January 6, 2015 6:14 PM

All replies

  • If I understand correctly all you need to do is once your workflow is created make sure you check "start the workflow when new item is created" option.

    You can use SharePoint Designer 2013 for creating your workflow and as long as you have Visio installed you can use Design View.

    Go through the following video on creating simple workflow using SharePoint Designer. Watch the option that gets selected at 3:00  minute mark.

    Create simple workflow SharePoint Designer 2013


    Amit

    Tuesday, January 6, 2015 3:28 PM
  • Wendy, usually form customisation (be it SPD/InfoPath/Script) and SPD workflow don't interfere each other. Just "start the workflow when new item is created" Amit said. Shouldn't be a problem. 

    Please 'propose as answer' if it helped you, also 'vote helpful' if you like this reply.

    Tuesday, January 6, 2015 6:14 PM