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Association Form for Workflow in SharePoint

Posted By:Jean Paul       Posted Date: August 30, 2014    Points: 200    Category: SharePoint    URL: http://www.dotnetspark.com  

In this article we will explore how to use Association Forms.
 

In this article, I will show how to set an Association Form for a Designer Workflow.

What is Association Form?

Association Form is required to capture user input before associating the workflow with a list or library.

Initiation Form is another type of form which is used to capture information before running the workflow instance on an item.

Example Scenario

We can use Association Forms on Reusable Workflows which have different parameters for execution.  For example, in an Expense approval scenario we can set an Administrator Email to be captured on list-association.

image

Scenario

We are creating an Admin Notifier Workflow.  The flow is simple:

  1. Notify Administrator on each Expense Approval
  2. Workflow can be associated with different department lists having different Email

You can combine this with the previous workflow here.

Step 1

Create a new list named Expense with following columns.

image_thumb1

Step 2

Open SharePoint Designer & Create a new Reusable Workflow.

image

Step 3

Click on the toolbar.

image

You will get the following dialog box.

image

Click on the Add button.

image

Choose the Association option, enter the Field name & click the Next button.

image

In the appearing page you can enter a default value for the email & click Finish button.

Step 4

Save & Publish the workflow.

image

Step 5

You can go to a List > List Settings > Workflow Settings > Add a workflow.

image

You can see our new workflow there as it is a Reusable Workflow.

Enter the workflow name for the association, check the Start option & click Next button.

You will see the following Association Form.

image

Enter the Email respective to the List & Click the Save button.  This demonstrates the simple usage of Association Form.

In advanced scenarios, we can use the Association Parameter in Email activity.

References

http://bit.ly/1cOtHZi

Summary

In this article we have explored how to use Association Forms.


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