How to Initiate Workflows in SharePoint

 

Four different methods can be used to start a workflow. The process of starting a workflow is referred to as initiation. Each workflow can be set up to make use of one or more methods of initiation.

 

Following are the methods for workflow initiation –

On Creation :

Initiation of the workflow occurs only once; at the time when a new item gets created.

 

On Change :

Initiation of the workflow occurs at the time an existing item is edited.

 

Manual Initiation :

The workflow initiation is done manually. For this, user needs to click a Start button.

 

Information Management Policies :

While associating workflows with content types, you have the leverage to set up information management policies at site/library content type level. By defining a retention policy, you also get the ability to set it accordingly so as to initiate a workflow that’s relative to a date column.

For setting up a workflow that can be initiated only based on a policy, remember that none of the other three initiation types should be selected. It’s your choice altogether even to configure the retention policies as repeating.

We hope that with this tutorial you get a fair understanding of the methods for workflow initiation in SharePoint.

 

Kristin is a content strategist at Techarex Networks. Kristin follows the B2B technology space closely and loves to write on the latest changes in technology, futuretech and fixes for day to day how to issues. Besides writing Kristin also loves music, moves and skating.

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