Step 1: Open designer to create workflow
This topic is part of the Automate document approvals by multiple parties solution story. You are on Step 1 out of 10.
- Step 1: Open designer to create workflow
- Step 2: Add the review stages
- Step 3: Assign task to Team A to review the document
- Step 4: Team A approves and sends the document to the next state
- Step 5: Team A rejects document and sends email to initiator
- Step 6: Assign a task to Team B to review document
- Step 7: Team B rejects and sends document to Team A
- Step 8: Team B gives final approval and sends email to initiator
- Step 9: Configure start options
- Step 10: Publish and test the workflow
The first step is to select the SharePoint list or document library to build the workflow and open the Designer page. For our solution we will use a Document library and build a list workflow, which we will configure to start manually or when a new item is added to the library.
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Create the Document library |
Note: If you already have a Document library you want to use for the workflow you don't have to create a new Document library and can use the existing one for the workflow.
- Log in to your SharePoint site and from the top menu click Settings and then select Site contents.
- Click + New>, and select Document library from the menu displayed. The Create document library window is displayed.
- Enter a name for the Document library and click Create.
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Open the list workflow Designer |
- Open the Document library to use for the workflow and click Nintex Workflow. The Workflow Gallery is displayed. As this is the first workflow we are creating, the existing workflow list will be empty.
- On the Workflow Gallery page, click Create List Workflow. The Designer page is displayed. The Designer page displays the designer canvas, toolbar, and actions toolbox.
Next step: