Step 7: Configure start options

After you design the workflow you can name the workflow and set the workflow start options. For this workflow we set the start options for the workflow to start automatically whenever a leave request is submitted (an item is added to the Leave Request SharePoint list we created).

1

Configure workflow settings

  1. From the toolbar, select Settings. The Workflow Settings window opens.
  2. In the Name field, type Leave Request Workflow.

2

Set start options

In the Start options section, enable the following toggles:

  • Start manually: Allows the workflow to be started manually. For more information, see Start a workflow manually.
  • Start when items are created: Start the workflow automatically when a new item is created in the Leave Request SharePoint list.
  • Click Save.

Previous step:

Step 6: Result notification email

Next step:

Step 8: Publish and test the workflow