SharePoint Workflow Integration Client Wizard - Start Action
The Start Action wizard page is used to specify SharePoint Fields and previously defined process DataFields that should surface on the workflow form. The Workflow Folio can also be defined on this wizard screen if one is required. These specified SharePoint Fields and DataFields can be specified to be either required or read only fields on the workflow form.
The Start Action wizard screen in the SharePoint Workflow Integration Process Wizard forms part of the Task Form part of the workflow process. To learn more about Forms Technology and how this works, refer to the section on Workflow Integration Forms Technology.
Fig. 1. SharePoint Workflow Integration Client Wizard - Start Action
| Feature | What it is |
|---|---|
| Add | Adds either DataFields or SharePoint Fields that will be surfaced on the workflow form. Select the appropriate option. The Fields screen will open displaying all the available Fields that can be added to the workflow form. |
| Workflow Folio | The Workflow Folio is used to specify data to map from SharePoint metadata to DataFields, this helps to manage the worklist and easily find workflow relevant information. |
After selecting Add and the required Field the
Fig. 2. SharePoint Workflow Integration Client Wizard - Folio
| Feature | What it is |
|---|---|
| Required | Select the Fields that should have information added to on the Form and select the Required option. This will display the selected Fields on the Form but will require the Field to be edited. |
| Read Only | Select the Fields that should be Read Only and select the Read Only option. This will display the selected Fields on the Form but will not allow the Field to be edited. |
