Published: 05 July 2017
This is the third post of this series, we will be creating list workflows in SharePoint. These articles are based on FREE mini course we have on SharePoint Designer workflows.
Step 1. Open Site in SharePoint designer.
Step 2. Click Workflows => List Workflow => Documents
Step 3. Enter name, description and choose platform. 2 platforms available, I have chosen SharePoint 2013 Workflow.
Step 4. Click Ok. Below is the default workflow.
Step 5. Now we can add stages, actions, conditions and etc. according to our requirement. First rename Stage 1, for that click on Stage 1 and enter "My First Workflow Stage."
Step 6. Focus on Start typing and select Log to history from Actions menu.
Step 7. Click on log link and enter message "Welcome to SharePoint Designer Workflows". Then Click Ok.
Step 8. Go to "Transition to stage" type "go", enter, and click on "End of Workflow."
Step 9. 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.
Step 10. Change workflow start options. For that go to workflow page and under Start options select Start workflow automatically when an item is created.
Step 11. Republish workflow.
Step 1. Open document library and upload a document.
Step 2. Workflow automatically starts and finish. 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 as shown above.
Step 5. Under Workflow History section you can find the events for that workflow.
In this post, you have learned how to develop a list workflow using SharePoint Designer 2013.
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.
Devendra Velegandla is a five-time recipient of Microsoft's Most Valuable Professional (MVP) award (2014-2019) for Office Apps and Services, 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.