Knowledge Base
How to create a workflow in SharePoint
- To create a cloudplan workflow from SharePoint you need the free “Cloudplan Workflows for SharePoint” add-in from the Microsoft Appsource Store.
2. Follow the instructions in SharePoint and install the add-in
Creation of a workflow from SharePoint
- Open the context menu for a file in SharePoint and select “Create cloudplan workflow”.
![](https://help.cloudplan.net/wp-content/uploads/2021/04/SharePoint_context_menu_EN-1024x591.jpg)
.
2. Check the selection and click “Proceed”.
![](https://help.cloudplan.net/wp-content/uploads/2021/04/SharePoint_transfer_EN.png)
3. The workflow editor opens. Please fill in the following content:
- Workflow name
- Message to the recipients
- Destination folder for saving the finished workflow
- If necessary, add further documents. You can also reload files directly from Sharepoint using the file selector
- Select the participants in the workflow
![](https://help.cloudplan.net/wp-content/uploads/2021/04/SharePoint_Editor_p1_EN-1024x642.png)
4. Add the fields to be edited to the workflow using “drag & drop”
![](https://help.cloudplan.net/wp-content/uploads/2021/04/SharePoint_Editor_p2_EN-1024x653.png)
5. Start the workflow
![](https://help.cloudplan.net/wp-content/uploads/2021/04/SharePoint_Editor_p3_EN-1024x382.png)
6. You can get an overview of all workflows in the Cockpit
![](https://help.cloudplan.net/wp-content/uploads/2021/04/Cockpit_DE-1024x493.png)