How to create a simple List workflow in SharePoint Designer (SharePoint 2010)

  • Synopsis

    This guide will show you how to create a simple List workflow in SharePoint Designer
  • Applicable to

    All PlexHosted SharePoint 2010 accounts.
  • Prerequisite

    • a PlexHosted SharePoint 2010 account
    • a PlexHosted SharePoint 2010 site
    • Microsoft SharePoint Designer program
  • How to

  1. Open the Microsoft SharePoint Designer.
  2. Click on File tab and Open your SharePoint site.
  3. At the New Item tab choose List workflow.
  4. Specify the name of your new workflow and the list to associate with it. The list you can choose from the drop-down menu.
  5. You will see 1 step of your workflow. To begin, you need to add a condition to it. Choose the needed condition by clicking on the Condition button. For example - if any value equals value. (You can use any number of steps for your workflow and set them to run parallel or in sequence.)
  6. Specify the values for your condition (For example, Created by equals name/names):
    • Define the First value (click on value hyperlink and choose the necessary settings from the drop-down menus)
    • And the second value. (Choose the name of a person)
  7. Choose the Action for the condition created. (For example, Send an Email).
  8. Specify the values for your action (choose the receiver of the action - for our example).
  9. After all the necessary conditions and actions are configured, click on the Check for Errors button. If there are any mistakes in the steps you will see and correct them.
  10. Click on the Workflow Settings button and choose the necessary start options for your workflow. You can set the workflow to start manually or automatically.
  11. Click Save, and then Publish

If you need further assistance, please do not hesitate to contact the PlexHosted support staff.

Keywords

SharePoint, workflow, SharePoint Designer
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