Workflow Settings dialog box

Displays the Workflow Variables dialog box to create workflow variables and start data. See About workflow variables.

Displays the Association Columns dialog box to specify site columns to be associated with this workflow. See Associate site columns with list workflows.

Contains the following options for editing the start form associated with this workflow.

• Edit with Microsoft InfoPath 2013: Edits the start form using Microsoft InfoPath 2013. If InfoPath 2013 is not installed, an alert is shown and no form editing occurs.
• Edit with Nintex Forms: Edits the start form using Nintex Forms.

(Available for list and library workflows only.) When Yes is selected, starts the workflow whenever a list item is created or uploaded.

Note: For list workflows (SharePoint lists and libraries), folders and sub-folders are subject to the same workflows as the parent library. Therefore, if you set a workflow to start when items are created or modified, any item, regardless of how many folders or sub-folders the item is stored within, it will trigger all the workflows that are set to start automatically. That behavior is governed by SharePoint.

Conditional (available for list workflows only): Displays the Conditions button to define conditions for starting the workflow (conditional start configuration). This button displays the Conditional Startup Options dialog box, which contains settings for defining one or more conditions based on field, operator, and value or field.

Note: New documents have no metadata so cannot be acted upon.

(Available for list and library workflows only.) When Yes is selected, starts the workflow whenver a list item is modified. Checking in a document will not trigger a workflow to start.

Note: For list workflows (SharePoint lists and libraries), folders and sub-folders are subject to the same workflows as the parent library. Therefore, if you set a workflow to start when items are created or modified, any item, regardless of how many folders or sub-folders the item is stored within, it will trigger all the workflows that are set to start automatically. That behavior is governed by SharePoint.

Conditional: Displays the Conditions button to define conditions for starting the workflow (conditional start configuration). This button displays the Conditional Startup Options dialog box, which contains settings for defining one or more conditions based on field, operator, and value or field.

When selected, logs verbose information for the workflow. See Enable and view verbose logging for workflows.

Advanced option. When selected, skips validation when publishing the workflow. Skipping validation is not recommended. If the workflow is large and takes a significant length of time to publish, choosing to skip validation can decrease the time required for the publish operation; however, if a validation issue is missed, the workflow may show unexpected errors.

When selected, lists the workflow on the context menu for list items to facilitate starting of the workflow. All other menu item related options are dependent on this setting being checked.

(Available when Enable workflow to start from the item menu is selected.) The label for the context menu option to start this workflow.

(Available when Enable workflow to start from the item menu is selected.) The URL of the icon for the context menu option to start this workflow. The URL can be absolute or site relative.

(Available when Enable workflow to start from the item menu is selected.) The order priority of the context menu option to start this workflow relative to other context menu options.

When selected, includes additional message logging in workflow history for actions with "Message to log on completion set" configuration. See Viewing workflow history and Configure common settings.

When selected, adds a column for the current workflow to the list or library when this workflow runs. The column uses the workflow title as its name.

Allows you to specify an expected duration for running this workflow. When specified, the expected duration is recorded in the database for reporting purposes.

SharePoint task list for storage of tasks created by the workflow.

SharePoint workflow history list for storage of workflow progress (each step within the workflow); allows use of lists enabled for Nintex Workflow. See Managing workflow history lists.

Type of start form to use for this workflow.

• Default
• InfoPath
• Custom
• Nintex Forms