SharePoint 2013 Hosting ::  How to Create a Workflow in Sharepoint Designer

SharePoint 2013 has sharepoint designer feature to make a workflow. Today, we will discuss about “How to Create a Workflow in Sharepoint Designer“. Workflow is a process to break down an occupation/work into a few sections to make the business simple and easy. Or, Workflows in Sharepoint Designer are there to help you to make automated business processes. An example workflow is a basic support work process. At the point when an item is saved to a Sharepoint list with a support workflow association, the item is steered to an “approver”, where he can then either affirm or reject the new item.

For instance, assume some individuals in your association have the assignment to compose, survey, and approve contracts. They save them in a file library in their group site. To help them automate administration, you can utilize Sharepoint Designer to make a course that sends an e – mail message to the commentator when another agreement has been added to the site. In the meantime, a task can be made in the reviewer’s task list. At the point when the people auditing this agreement specification that the task is finished (approve or not), an assortment of activities can be set through the course.

SharePoint 2013 Hosting :: How to create a workflow in Sharepoint Designer

Step 1. Open SharePoint Designer 2010 (choose Start -> All Programs -> SharePoint -> Microsoft SharePoint Designer 2010) and click the Team Site button. Specify the location as “http:/sharepoint/workflowdemo” . Click OK.

SharePoint 2013 Hosting ::  How to Create a Workflow in Sharepoint Designer

Step 2. Click the Document Library button on the ribbon and select Document Library. Enter the name Archive and click OK.

Step 3. Click the Document Library button on the ribbon and select Document Library. Enter the name Archive and click OK.

SharePoint 2013 Hosting ::  How to Create a Workflow in Sharepoint Designer

Step 4. Type these three choices, each choice on a separate line: .Yes .No .Maybe

Step 5. Set the default value to No and click OK. Click the column name NewColumn1 and give it the name Archive and press enter. Save it.

Step 6. Click Team Site in the navigation pane to get to the site’s backstage view. Click the List Workflow button on the ribbon and select Shared Documents. In the Create List Workflow dialog, give it the name Copy Items from Shared Documents to Archive . Click OK.

  • Click just above the colored line in the Step 1 box, click the Condition button on the ribbon, and select “If current item field equals value.”
  • Click the “field” hyperlink and select Archive.
  • Click the “value” hyperlink and select Yes.
  • Click just above the new colored line that appears in the box.
  • Click the Action button on the ribbon and select Copy List Item.
  • Click the “this list” hyperlink and click OK to accept Current Item.
  • Click the “this list” hyperlink and select your list name.

Now your workflow will look like this:

SharePoint 2013 Hosting ::  How to Create a Workflow in Sharepoint Designer

Step 7. Click the Save button on the ribbon, and then click the name of your workflow in the left navigation pane under the workflow section to get to the backstage page for the workflow.

Step 8. Deselect the “Allow this workflow to be manually started” checkbox and select the “Start workflow automatically when an item is changed” option.

See the below screen:

SharePoint 2013 Hosting ::  How to Create a Workflow in Sharepoint Designer

Step 9. Click the Publish button on the ribbon; this action also saves your workflow.

Step 10. Use the browser and go to “http://sharepoint/workflowdemo”
Click Shared Documents and click Add document. Upload a document; verify that the value is No for the Archive. Click Save.

  • Use the drop down next to the document you uploaded and select Edit Properties.
  • Set the Archive to Yes, and click Save.
  • Click the Archive link in the Quick Launch and verify that the document has been copied to this library. If nothing happens, refresh the browser again.

Finish.. You can enjoy your workflow.