Any way for a document/object to be sent through the workflow ON CREATION?

Question

Hi All, 
 Regarding documents/objects with workflows. 
 A lot of our users are complaining that it is very cumbersome to have to create a document/object and then have to go back and retrieve it and then send it in the workflow. 
 In most instances in our organisation, users tend to create Requests with the intention of sending them directly/immediately. They say that creating and then having to go back to retrieve and then to send adds extra clicks to the task, and I tend to agree. 
 Is there any way that a document can be sent through the workflow upon creation?? Or at least for the option to be available (e.g. when creating a document, the user has the option to either &lsquo;Create&rsquo; or &lsquo;Create and Send&rsquo;. 
 Thank you for your replies, as always 
 Patrick.

bright-ideas.dk · Accepted Answer

You could look at options to automatically trigger transition. If the next step is always the same, it could be as simple as checking the all required properties have been filled. If there are different options as next step you could perhaps create some logic to determine which transition is allowed in the given case. If on rare cases people do not want to send the object off right away you might add a property that can be used to hold the object back until released manually.

Craig Hawker · Answer

How are the objects being created? Yoi should see the workflow section down at the bottom of the metadata card. Depending upon your vault config you could even perhaps pre-fill the workflow, if that makes sense. 
 At a minimum the option should be available, though. 
 In the picture below I've drawn a (crude) arrow to the two sets of hyphens that are used to set the workflow. The top one selects the workflow, the bottom the state.

Joonas Linkola · Answer

To expand on what Craig said, if the documents/objects in a certain class should always go through a specific workflow, you can select the default workflow in the class settings. You can also enforce the workflow so that users cannot change or remove it.

Any way for a document/object to be sent through the workflow ON CREATION?

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