How to add a Three-state Workflow to SharePoint site (SharePoint 2010)

  • Synopsis

    This guide will show you how to add a Three-state Workflow to the List or Library (SharePoint 2010)
  • Applicable to

    All PlexHosted SharePoint 2010 accounts.
  • Prerequisite

    • a PlexHosted SharePoint 2010 account
    • a PlexHosted SharePoint 2010 site
  • How to

If you want to associate List or Library with a Three-state workflow, you must add at least one Choice column that contains the state values that the workflow will track.

To add this column:

  1. Chose the list or library you want to associate with a workflow and click on List.
  2. Click on Create Column.
  3. Enter the name of new column and choose Choice as its type.
  4. Enter the description of this new column, at least 3 choices for it and choose the necessary additional settings.
  5. Click OK.

Now you can add Three-state workflow to this list.

  1. Click on List –> Workflow Settings and choose Add a Workflow from the drop-down menu.
  2. Type the name of a new workflow and specify the necessary settings.
  3. Choose the start options to this workflow and click Next.
  4. In the workflow states section you can choose the choice column and the values from it for each stage of the workflow.
  5. Specify the necessary settings for the Initiation stage of the workflow.
  6. Specify the necessary settings for Middle stage of the workflow.
  7. Click OK.

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

Keywords

SharePoint, workflow
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