Someone had mentioned that I would need to use SharePoint Shell for windows to do this. I don't know the steps.

This is for SharePoint 2013. Also, does the builtin 3-point workflow eliminate the need to do further work? I would appreciate some feedback.

  • By automate what do you mean? Run a WF when an item is created/edited or at some time during the day (such as for an email reminder workflow?) – Roland Jan 29 '16 at 0:31
  • @Roland I mean when an item is created. In this case, I have a list of contracts with their expiration date in a Document Library. I have a column for contract expiration date. My WF is to trigger an alert email 90 days from the expiration date and ask for follow up steps. I created the WF but when I executed, it doesn't work. I have to manually check each line from the Document Library and then run the WF to make it work. Thoughts? – Alfatah Kader Feb 8 '16 at 21:14
  • Manually check each line (I assume you mean document..?). For a test create a new list library with a workflow set to start on create and see if that works. – Roland Feb 8 '16 at 23:26

If you want to trigger the workflow automatically, whenever item is added or edited then in the list settings >> Workflow setting >> select the workflow there is an option to enable this.

Graphic from workflow settings page

  • not sure which option to check off? I am using Sharepoint 2013 (enterprise) and my Start Options include: 1. Allow this workflow to be manually started by an authenticated user with Edit item permission (checked) 2. Start this workflow to approve publishing a major version of an item (NOT CHECKED) 3. Creating a new item will start this workflow (CHECKED) 4. Changing an item will start this workflow (CHECKED) – Alfatah Kader Feb 8 '16 at 21:18

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