Develop workflows in SharePoint - Part 4


Published: 11 August 2017

This is the fourth post of this series, we will be creating reusable workflows in SharePoint. 

Lets start..

Reusable Workflow

Lab Exercise 7: First Reusable workflow using SharePoint designer. Learn how to create workflow to create logs to a list.

Task 1: Create Reusable workflow

Step 1. Open Site in SharePoint designer. 

Step 2. Click Workflows => Reusable Workflow.

Step 3. Enter name as First Reusable Workflow, description and choose platform SharePoint 2013 Workflow.

Step 4. Click OK. Below is the default workflow.

Step 5. Now we can add stages, actions, conditions etc, according to our requirement. 

Step 6. Here we are just adding log action. First rename Stage 1, for that click on Stage 1 and enter "My First Workflow Stage." 

Step 7. Focus on Start typing and select Log to history from Actions menu.

Step 8. Click on log link and enter message "Welcome to SharePoint Designer Workflows". Then, click OK.

Step 9. Go to "Transition to stage" type "go", enter, and click on "End of Workflow." 

Step 10. Simple workflow has been created. Before publishing, best practice is to check for error. Click on Check For Errors button (find lift navigation), if no errors, click Publish.

Task 2: Add workflow to a list

Step 1. Open your SharePoint site in browser => open list where do you want to attach workflow.

Step 2. => Click List tab from top left menu => Click workflow settings from ribbon => Add workflow.

Step 3. Appears below form, enter workflow details.

Step 4. Select Content type, workflow, name, Task List, History List, Start options. Here I selected start option Creating a new item will start this workflow. and click OK button.

Step 5. Workflow associated to list, find as below.

Task 3: Test the workflow 

Step 1. Open list and add new item. 

Step 2. Workflow automatically starts. To check that go to item action menu, click on "Advanced" and "Workflows."

Step 3. Workflow page shows details about running and completed workflows. Our workflow has only one action, so it’s already completed.

Step 4. To see more details, click on workflow. It will show details page as below. Under Workflow History section you can find the events for that workflow.

Conclusion:

In this post, you have learned how to develop and test reusable workflow using SharePoint Designer 2013.

Your Turn

Do you have any specific things related to workflows that you want me to cover as part of this series?. Please leave a comment below, so i can include those as part of this series.

About Author

Devendra Velegandla is a four-time recipient of Microsoft's Most Valuable Professional (MVP) award (2014-2017) for Office Servers and Services MVP and  SharePoint Server. He received the MCC award for his contributions in Microsoft MSDN/TechNet forums. He loves sharing articles, videos, and tutorial on SharePoint and Office 365.


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