Site Workflow using SharePoint designer 2010


In this post you will learn how to develop a site workflow using SharePoint designer 2010. In this example whenever user completes the SharePoint workflow details of the user will be logged to the History List.

Create Site workflow:

Open your site using SharePoint designer and click on "Site workflow" option on ribbon control.

It will open the below screen where you need to enter the

Name

Description

for the workflow and click ok.

Once you click Ok, the workflow will get created. Now try to click on save button to save the workflow which you have created, you will see the below process screen while saving the workflow.

After saving the workflow, it will show Step 1 option from where you can start building the workflow. You can click on Step 1 heading and change it according to your requirement. In this example I am logging the information to the history list, so I am changing it to "Logging".


Adding activities to the workflow:

In the "Start typing or use the Insert group in the Ribbon" option try to type "Log", It will show the message "Please enter to Insert Log to History List" 

Go ahead and click on Enter. You have added an action "Log to History List" now to your workflow.

To add the logging information make changes in String builder and to add the user information , click on "Add or Change lookup". In the lookup for String choose details shown in the below screenshot and click Ok and Ok.

Once everything is done, you can see the below screen for "Log to workflow history action in designer.

Check for Errors:

To check if there are any errors in the workflow, click on "Check for Errors" option.

Publish Workflow:

If everything ok, then click on Publish button which will do "Save and Publish" operations.

You can see the below status screen for publishing the workflow.

Finally the workflow has been saved and published to the site.

If you click on workflow, you can see the detail information about that in the below screenshot.

Start Workflow:

To Start the workflow, go to [Site Settings] [View all site content]  click on "Site workflows" .

This will open all the workflows which have been deployed to that particular site.

To start the workflow, click on "SiteWF". But in my case i have got the below error.

To solve this error, you need to configure the "State service service application" using this article. 

After creation of the service start the workflow again.

Once it started it will show the status as completed.

Click on the "Completed" status under "My completed workflows" section to see the details of workflow history details.

You can see in the below screen shot under workflow history. The action you have added in this example is log the initiator details, that you can see under "description".

Conclusion:

In this post you have seen how to develop SharePoint workflow using basic site workflow template using SharePoint designer 2010.



› Site workflow using SharePoint designer 2010

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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