8 Steps to create workflows using SharePoint designer
8 Steps to create work flow using SharePoint designer
Previous SharePoint QuickStart FAQ
Workflows are now an integral part for any project. You can build a SharePoint work flow using the available templates, SharePoint designer and using visual studio 2005 / 2008.
This tutorial will mainly concentrate on work flow creation using Sharepoint designer. We will walk through the basic 8 steps needed to create work flows using Sharepoint designer.
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Sharepoint designer helps us to create workflows and attach the workflows to a content type like list , document etc. In other words Sharepoint designer creates workflows and publishes the workflow on the sharepoint server site.
To understand it better we will build a simple work flow of completed and incomplete tasks. We will create two lists one is the incomplete tasks and the other the completes tasks. The workflow will flow something like this:-
. User will create a task and enter the status of the task.
. If the task is incomplete nothing will happen.
. Once the task is marked as complete. The task will be copied from incomplete task list to completed task list.
. The task will be deleted from the incomplete task list.
So let's understand the eight important steps we will need to create the above work flow using Sharepoint designer.
Create a team site using the sharepoint team site template.
Create two task list one is incomplete task list and the other completed task list.
To create task list click on site action ÃƒÂ Create: - Add a new library list ÃƒÂ create a task
Start the Sharepoint designer.
Open the site in your sharepoint designer using click on file ÃƒÂ open site.
Go to workflows by clicking on file ÃƒÂ new ÃƒÂ SharePoint content and click ok as shown in the below figure.
This is a important step. In this step we define two important things first is this work flow will be attached to which list. Currently we have attached the work flow to incompleted tasks list. Second we need to define the events on which the workflow should be activated. For the current scenario we have considered two events one when the item is created and the second when the item is updated.
This is one more crucial step where we need to define on what condition the work flow will execute and what action should take place if the condition is true. So when a task status is completed then two actions will take place. First the task will be copied from the incomplete task list to the completed task list. Second the task is deleted from the incomplete task list.
Once you click finish you can see the work flow created in the share point designer. This workflow is also published to the sharepoint server,
You can see if the work flow is associated with the incomplete task list. Go to incompleted tasks ÃƒÂ Settings ÃƒÂ List settings ÃƒÂ Workflow settings, you can see the work flow is attached to the incomplete task list.
Ok, now it's time to see the work flow in action. So go to incomplete task list and create a task with status completed.
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