Set up custom buttons that will appear in SharePoint lists to quickly run specific airSlate workflows.
Start by clicking Create button.
Enter the custom button label and a short description. Custom button labels will be displayed to your teammates in SharePoint. A button’s short description is only visible to SharePoint admins. Use it to provide more information about what this button does. Once you’ve finished, click Next to action settings.
In Action settings, select the action that the custom button will perform and which workflow will be triggered by this button. Remember that you can only select workflows in the workspace you’ve connected to your SharePoint account.
In the Mode dropdown, select an option:
Run airSlate workflow & open the first step (single record only)
Run airSlate workflow
If you select a workflow containing at least one document placeholder, the attachment option will activate. By moving the toggle, you will allow SharePoint users to select record attachments and export them to the airSlate workflow. Before activating this option, make sure that the workflow you select has the Pre-fill SharePoint files bot added.
Once ready, click Next to lists.
In Lists, select the SharePoint lists where you want to use this button. When you’re ready, click Finish.
Go to one of the lists you’ve indicated, select the record for which you want to run the workflow, and click on the three dots. The newly created custom button will be shown in the list of custom buttons.
