How to set up SharePoint 2010/2013 workflow

1. Create the workflow in SharePoint on the selected list (use SharePoint Designer or Nintex workflows). Save and publish the workflow.

2. Open page SharePoint List Setup Card of the list, where you added the workflow.

3. Open page SharePoint List Workflow (Navigate / List Workflow) and create new workflow.

4. Fill in required fields on the page SharePoint Workflow Setup Card:

Important fields are the following:

General (FastTab)/Type must be set to SharePoint workflow.
General (FastTab)/Internal Name. Select the SharePoint workflow created in step 1. NavSherpa will automatically get the workflow version from SharePoint.
Results (FastTab)/Internal Status – SP Field Title. Select the column, which was created in the SharePoint list by the workflow created in step 1. If you are not able to select the column, please run the SharePoint workflow first.
(Optional) You can use Results (FastTab)/Informative Status and Results (FastTab)/Custom Status fields instead of (or in addition to) the Internal Status field. In this case the workflow should fill in the status number and status message into selected SharePoint fields.

5. Release the SharePoint List Setup Card.

6. Start the workflow:

a) Manually from the page with implemented NavSherpa controls. Click Process and click Advanced WorkFlow and select from the list of available workflows.

b) Automatically from code with StartWorkflow function.

7. Monitor the workflow progress:

a) Manually from the page with implemented NavSherpa controls, see WorkFlow Status factbox.

b) Automatically from code with IsWorkflowApproved or IsAllWorkflowsApproved functions.