Manually Starting a workflow in SharePoint

From Nintex Automation (5.7) onwards there are two different apps for SharePoint. The legacy Nintex K2 for SharePoint: used for SharePoint on-premises and upgraded environments for SharePoint Online, and Nintex Automation for SharePoint: used on new installations for SharePoint Online.

You can manually start a workflow from an item in the list or library that is associated with the workflow element of the Application. In order to use the manual start feature you must make sure that all associated workflows to the SharePoint List or Library have the manual start option configured.

The screenshots and instructions for third-party software are accurate at the time of writing. Third-party vendors may have changed or updated aspects of their systems (such as user interfaces, functionality, and security). As a result, this content may be outdated.
  1. Open the SharePoint list or library.
  2. Select an item in the list or library.
  3. Click the ellipses ( ...) icon for the Item to open the context menu and then select workflows. The Start Workflow page opens.
  4. On the Start Workflow page, select the workflow you want to run from the drop down-down.
    5. Only those workflows configured with the manual start option will appear on this list. If multiple workflows with the manual start option were added to the Application, they are listed in the drop- down box.
  5. Click Start to run the workflow.

How to determine which workflows were started for a document library or list item

You can use the Start Workflow option to view workflow history, and determine which workflows have started for a specific document library item or list item. You can view the workflow's instances, activity instances, task users, and view flow of the document library item or list item.

When starting a workflow manually in SharePoint, keep in mind the following considerations:

  • Only workflows configured with the manual start option display on the Select Workflow menu.
  • If multiple workflows with a manual start option are added to the application, they all display in the drop-down menu.
  • See the topic Starting a Workflow that describes other ways a workflow can start.