Prime Conditions: Start a Workflow Conditionally

Workflows can be started a number of different ways: manually, upon item creation or upon item change. One little known setting for starting a workflow is the Conditional start option. This option requires a condition to be met before the workflow runs. If the condition is not met, then the workflow never actually runs.

Follow these steps to configure the Conditional start of a workflow:

  1. Open the workflow in the Nintex Workflow Designer.
  2. Click on the Workflow Settings option in the Ribbon menu.
  3. ​In the Workflow Options section, click on the drop down menu for the “Start when items are created” or “Start when items are modified” setting in a SharePoint list or the “Start when items are modified” setting in a SharePoint library.​

    Note: The Conditional Start is not available as an option for the “Start when items are created” menu in a document library.

  4. Select the Conditional option, and click on the Conditions button.
  5. Build the desired start conditions query, and click the Save button.
  6. Click the Save button to save the changes to the Workflow Settings.

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