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Friday, 17 February 2017

Initiation form in SharePoint designer workflows

It is the king of form used to get user inputs before stating of the workflow.

Lets create one workflow to claim expense for approval.
    If an expense amount is <= Max-Limit, then set Status = Approved
    If an expense amount is > Max-Limit then set Status = Not-Approved
Here we create a Max-Limit parameter that will be captured on each workflow start.

Steps:

  1. Create one custom list called "Expense"
    1. Columns like Description, Amount, Status
  2. Create one list workflow on this list
  3. Click "Initiation Form Parameters" in ribbon 
  4. In page add one parameter "Max-Limit" --> set values like default, min & Max
  5. Now in designer workflow create the logic like below

Now save and publish the workflow

Testing:
  1. Now add one item in list
  2. Then try to run the workflow. While you start it will show up one form to provide max expense parameter value. 





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