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I have a task list that I have created a customised 'newform' for. I am hoping to add a button to this form which when clicked will change a field from no to yes (for the current item). This change in the fields value will be used to trigger a list workflow. Please could anyone advise how to achieve this.

Thanks

  • Is there a reason you want a custom button instead of an OOTB checkbox? – Erin L Apr 5 '16 at 13:08
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1) Add de Yes/No field to the list

2) Check the value of this field in the first step of the workflow

  • Hi Thank you for your reply. Yes, this button also commits and redirects user. its labelled as 'submit' so i want this action to trigger the workflow as opposed to just saving/creating a new item. thanks. – Angela Northern Apr 5 '16 at 13:12
  • Workflow is on another list? – Juan Pablo Pussacq Laborde Apr 5 '16 at 13:19
  • No, same list. I want the user to feel like they've 'submitted' the form and only once they are ready to does the workflow start. – Angela Northern Apr 5 '16 at 13:22
  • I'm not sure if I understand. The solution I mentioned, save item changes modifying the field value YES / NO. There is a workflow that triggers "on edit item." At that time, if the field is YES, continue with the following steps in the workflow. If it is NO, the workflow ends. This means that in both cases the workflow is triggered, but in one case does nothing. I think it may be a solution without code. Or is there something I did not understand of your requirement? – Juan Pablo Pussacq Laborde Apr 5 '16 at 13:29
  • Ok, I want users to come into the list, complete fields on the 'newform' then save if they wish to return later or submit if they have all the details they require. Only once they are ready to 'submit' should the workflow start. The button i'm using commits and redirects users to 'Thank you' page. I hope this makes it a little clearer. – Angela Northern Apr 5 '16 at 13:45

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