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Sharepoint 2013 : Automating tasks with workflows - Associating workflows with content types

9/28/2013 9:11:06 PM
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You can also associate SharePoint 2013 workflows with a particular content type. This is quite effective because workflows often operate on specialized columns that are unique to a particular content type. You might have department-specific status fields that you collect on documents such as Legal Approval Status or Medical Approval Status.

In this case, you could associate specialized review and approval workflows that automatically set values on these fields. This also simplifies administration and maintenance. Workflows associated with a content type can be invoked on items of that content type within any library in the site collection.

Associate a workflow with a content type

  1. Click the Settings button (the small gear icon next to the name of the logged-on user) and then, on the menu that appears, click the Site Settings link.

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  2. On the Site Settings page, in the Web Designer Galleries section, select the Site Content Types link.

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  3. On the Site Content Types page, click the name of the content type to which the workflow will be bound.

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    Tip

    If the workflow contains an initiation form (by which the person assigning the workflow can change certain workflow behaviors), the user will see a Next button displayed on the Add A Workflow page instead of an OK button. This Next button takes the user to workflow-specific initiation form on which workflow behavior can be changed.

  4. In the Settings section, click the Workflow Settings link.

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  5. On the Workflow Settings page, click Add A Workflow.

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  6. On the Add A Workflow page, choose an existing workflow to associate with the content type.

  7. Choose a local name for the workflow that will be displayed on your site.

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  8. Enter any other settings required for this workflow and click OK to save your changes.

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