A SharePoint Workflows tutorial by Peter Kalmström
An
initiation form is a SharePoint page that opens each time
a workflow is started manually. It can be used to give a
simple version of a more complicated SharePoint form.
In the demo below Peter Kalmström, kalmstrom.com CEO and
Systems Designer, shows how to create a site workflow that
opens a simple task form that feeds into new items in a
SharePoint Tasks list.
With such a workflow, end users never have to see a detailed
task form. Instead they can just click on a workflow link
and fill out the simple form. Then support staff or other
employees can take care of the new list item and fill out
the rest.
These are the main steps in the workflow creation:
Create a SharePoint 2013 site workflow in SharePoint
Designer.
Create an initiation form and add the necessary
fields to it.
Set the workflow to create a new list item in the
Tasks list and to fill out the form field values into
the corresponding fields in the list item.
Peter shows how to copy the link to the workflow and insert
it in a SharePoint page with a caption. You can of course
also create a
button link.
An
initiation form is a SharePoint page that opens each time
a workflow is started manually. It can be used to give a
simple version of a more complicated SharePoint form.
