Integrating workflows and custom actions

Integrating workflows and custom actions

The List Form provides a set of funtionalites called 'Custom Actions' In this example we are using a custom action to link the form with a Nintex WF. In doing so we can link a series of actions [Save , start this WF, and then go to this URL...] all to a button on the form.

To creae a custom action select 'Edit'

Give the action a name and some details.

Define one or many pre or post WF actions.

 

Pick the WF from the drop down list [In this case these are the published WFs attached to the core list]

'Approve this item' is now a possible user selected feature on the menu of the form.