Home >Tips > Create SharePoint workflow button kalmstrom.com site map icon Site map  

Create A SharePoint Workflow Button

A SharePoint tutorial by Peter Kalmstrom

SharePoint workflow buttonIn the Tip article Archive SharePoint Library Documents, Peter Kalmstrom demonstrated how to create a SharePoint workflow that executes automatically.

In the demonstration below Peter Kalmstrom, Microsoft certified SharePoint specialist and trainer, shows how to add a SharePoint button that executes a workflow. These steps work in the same way in SharePoint 2010 and SharePoint 2013.

Create a workflow button:
SharePoint Designer icon
  • Open SharePoint Designer.
  • From the Workflows, select the workflow for which you want to create a button in the SharePoint ribbon.
  • If you want to use a workflow that has settings for automatic execution, like s.tart options and conditions, remove these settings.
  • Go to Edit workflow.
  • Press the Action button and select Set Field in Current Item. Now, under Stage 1, you will get the text “Set field to value”.
  • Click on field and set it to the column you want to be changed when the workflow is run. Here it is Document Status.
  • Set value to the value you want to use. Here it is Expired.
  • Now set your desired actions that you want to perform through this workflow.

    SharePoint workflow window

  • Make sure the checkbox Allow this workflow to be manually started is checked under Start Options.
  • Publish the workflow.
  • From Lists and Libraries, open the original list or library.
  • Click Custom Action under the List Settings tab, and select View Ribbon.
  • Enter a caption for the workflow button, a description and select the Initiate workflow radio button and the workflow you want to run when this workflow button is pressed.

    Create custom action window

  • Click OK.
Add an icon to the workflow button
  • Save a 16X16 or 32X32 icon to Site Assets inside Site Contents of the SharePoint site where you have placed the workflow button.
  • Open SharePoint Designer, Lists and Libraries, and open the SharePoint button you have created.
  • Enter the path to the button image in Site Assets in the Button Image URL field as per your icon size.
  • Click OK.

Learn more

Office 365 from Scratch cover SharePoint Online from Scratch cover SharePoint Online Exercises cover
SharePoint Workflows from Scratch cover Excel 2016 from Scratch cover SharePoint Flows from Scratch cover


Always the latest news in the kalmstrom.com blog

 Follow kalmstrom.com on LinkedIn Facebook, Google+  or Twitter!

Products Buy FAQ Services Tips Books Contact About Us Blog

Security and integrity

Copyright  Kalmstrom Enterprises AB  All rights reserved