workflow triggered during upload but after the user enters values in the properties dialog

1) When "Start this workflow when a new item is created" option is selected the workflow gets triggered as soon as the file is uploaded and even before the 'edit properties' dialog is displayed. I want the workflow to be triggered after the properties are entered by the user on upload.

2) Selecting "Start this workflow when an item is changed." option also does not trigger the workflow during upload. This triggers only when the user explicitly selects 'Edit Properties' dialog.

So my question is, how to get the workflow triggered during upload but after the user enters values in the properties dialog.




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workflow triggered during upload but after the user enters values in the properties dialog

  • shehz

    Use 'Advanced Settings' to enable 'custom content type' then you will be able to input the fields.
  • Prashanth Nethi

    Just an idea to try: Set workflow to manual start up, write an event handler for the document library so that when it creates workflow instance in code and only after you have input and have access to the field values.

    Another possibility is to attach the workflow to the content type


  • Blader

    I don't have a solution, but I am having the same problem.

    This looks like a big hole in Sharepoint with workflow on document libraries.

    I have a document library where I have added a custom column to the library.

    I upload a file (they are all PDF's so they must be uploaded) and the "on create" workflow triggers just after the file is uploaded, but *before* it displays the screen asking for the document library fields.

    Then I fill in the document library fields (title, must custom field, etc.) but saving the fields does not even trigger the "on change" workflow - it simply does nothing.

    So workflow on document libraries is pretty much useless.

    But it's consistent with my "90% rule" - Sharepoint consistently gives my about 90% of what I need, but that last 10% is a killer. I can give numerous examples of this (sorry - just venting).


  • OmegaMan

    That didn't make any difference.

    I don't have a problem inputting the fields - it does allow my to enter data into the fields.

    The problem is that the field values never get to an "on create" workflow when uploading a document. It asks for the fields - it just never sends the values entered to workflow.

    It will send the values if I edit the properties of the item and make a change - that will trigger an "on change" workflow and it will get the values. But that means every document will need to be uploaded, then edited just to trigger a workflow. Not very convenient or reliable.


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