24 August 2017

7 SharePoint Workflow Triggers

SharePoint iconAll kinds of workflows must have triggers that set them running. In a new Tips article in my series on SharePoint automation, I describe seven types of manual and automatic triggers that are available for SharePoint 2010 and 2013 workflows.

Execution order
A workflow trigger is some kind of action that sets the workflow running, so what kind of trigger to use is of course one of the first things to consider when you want to automate a process with a SharePoint workflow.

Manual or automatic
The trigger can be a manual action, which is the best option if you don't know in advance when the workflow needs to be started. When a workflow is set to allow manual execution, it can always be run from the list's or library's Workflows page.

If you know that the workflow always has to be started manually, it is quicker to add an execution button in the command bar/ribbon or under the ellipsis at each item.

A more common scenario is that the workflow starts automatically when a specified action is taken on a list or library item, on part of the item or at a specified time.

Create in SharePoint Designer
SharePoint Designer iconThe trigger, just like the workflow itself, must always be created in SharePoint Designer. When a timer is used, the time must be specified in the SharePoint list or library that will use the workflow.

In the demo below, I show different kinds of triggers that I hope you will find useful. If you are new to workflows, I recommend you to first study my earlier article about SharePoint Designer. Then you can just follow the forward arrow at the bottom of the page to reach the workflow triggers article.

I will continue adding more articles and demos on SharePoint automation to the Tips section, and I am also planning a book about the subject: SharePoint Workflows from Scratch.

By Peter Kalmström
CEO and Systems Designer Business Solutions

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