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Sunday, November 15, 2009

Steps to create work flow using SharePoint designer

  • Create a team site using the sharepoint team site template.
  • Create two of a task list is incomplete task list and another list of tasks completed. To create the list, click Create a site of action: - Add a new library to create a task list
  • Start the Sharepoint designer.

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  • Open the site in your sharepoint designer using click on file à open site.

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  • Go to workflows by clicking on file à new à SharePoint content and click ok as shown in the below figure.

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  • This is an important step. In this step we define two important things first is this workflow be attached to the list. Currently we have a workflow attached to the list of unfinished tasks. Second, we must define the events that the workflow must be activated. For the current scenario, we considered two events, one when the item is created and the second when the item is updated.

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  • This is a crucial step further when we have to define the conditions under which the workflow will run and what action should be performed if the condition is true. So when a state of the task is completed then two actions will be carried out. First, the task will be copied from the list of unfinished tasks in the task list completed. Second, the task is removed from the list of unfinished tasks.

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  • Once you click Finish, you can see the workflow created in the share point designer. This workflow will also be posted on the SharePoint server,




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You can see if the workflow is associated with the list of unfinished tasks. Go to the unfinished tasks of configuration settings from a list of configuration options workflow, you can see the workflow joins the list of unfinished tasks. · 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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