Initiate a Workflow in SharePoint 2010 - dummies

Initiate a Workflow in SharePoint 2010

Configuring your library to use a workflow in SharePoint 2010 only solves part of the problem. If you don’t have your library configured to kick-off automatically, then someone must manually start the workflow.

Manually initiate a workflow by following these steps:

  1. Browse to the item you want approved, click the drop-down list, and choose Workflows.

    You see the Workflows page for that library or list.


  2. Under Start a New Workflow, select the Approval workflow you want to initiate.

    The form to initiate the workflow displays, populated with the default values specified during the workflow configuration; you can accept the defaults or change them.

    You can customize these forms or create entirely new forms to meet your business process needs using InfoPath 2010, SharePoint Designer 2010, and Visual Studio 2010. The combination of tools you need depends on how sophisticated you need your workflow to be.


  3. Click the Start button.

A Workflow task is created in the specified task list and is assigned to the first Approver. If e-mail alerts are enabled, an e-mail is sent to that person with a link to the item, instructions, and a link to the associated task. The Requestor also receives an e-mail indicating that the task has been started as well as a link to the item and the workflow status page.