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Nintex Workflow 2010 > Workflow Interaction with SharePoint
Set Title and Description for Reusable Workflow Template

When creating a reusable workflow template, the reusable workflow template can be associated to a specific content type.


To associate a reusable workflow template:

  • Save the reusable workflow template: the Set Title & Description dialog will appear.
  • In the Set Title & Description dialog the following options are available:
    • Name: The name of the workflow when listed in the SharePoint Workflow Settings page.
    • Description: The description of the workflow when listed in the SharePoint Workflow Settings page.
    • Content Type: Select the Content Type that this reusable workflow template will be associated with. When selecting a specific content type, take note of the following:
      • Associating it with a parent content type will make the reusable workflow template available to the child content types of the parent.
      • Selecting a content type, will only allow fields that are associated to that content type to be available when configuring workflow actions.
      • Best practice: To prevent lengthy content type evaluation when saving or publishing reusable workflow templates, avoid selecting “All” or “Item” for the content type. Instead, create a content type based on Item and then select the created content type when defining the reusable workflow template.