How to Create a Workflow in Sharepoint

How do you create a workflow in SharePoint?

In this 21st century, workflows are mainly designed to automate activities in a firm such as approval and review of documents. Moreover, these workflows can meet the needs of your recurrent tasks such as sending of notifications. Therefore, there is a need to learn how these workflows are created.

Whenever you decide to create a workflow, you should ensure that you have at least one library or list because a workflow is usually attached to one and only one SharePoint library or list. Generally, the following is the procedure of how to create a workflow in SharePoint.

a. Once you are on the File menu, you ought to click where you have the option of Open Site. In this site, there is a dialog box that allows you to select the SharePoint site so that you can create your workflow here.

b. On the SharePoint site, click Open. A File menu appears thus you ought to direct your arrow to New. After pointing on New, click Workflow thereby enabling your workflow designer to open.

c. Type the name of your workflow in the box that indicates Give a name to this workflow. In fact, your computer is programmed to name your workflows algebraically. For example, Workflow 1, Workflow 2, Workflow 3 and so on.

d. Select your choice from the list of choices of What SharePoint list should this workflow be attached to? For instance, you can select Team Discussion.

e. Select at least one of the following:

  • Automatically start this workflow when a new item is created check box
  • Allow this workflow to be started manually from an item check box
  • Automatically start this workflow whenever an item is changed check box

f. Clicking the Next icon allows you to have a box named Step Name where you type the name of your workflow, this being the first step. Here, you have to be clear on conditions that you need to be satisfied and the course of action that need to be taken for each respective set of conditions. Simply speaking, once you click Conditions, click the condition of your choice severally from the list provided so that you do not omit any material information.

g. Click the individual hyperlink and choose your parameters’ value.

h. Click Actions and select the action of your choice. You should repeat the selection of your action to a point where no any information of material relevance is omitted. In some instances, you may be required to click the More Actions icon. Then click on Add.

i. Click hyperlink and select the desired value of your parameters.

j. Click ‘Add Else If’ Conditional Branch and repeat steps f (last sentence) to step i. This step is important because it helps you add a conditional branch. When you’ve finished, click Next.

k. Repeat steps f to j so that you may add extra actions and conditions.

l. Click Check workflow so that you can identify any deviation hence taking the corrective measure.

m. Click Finish.

Having followed the above procedure, your workflow is saved and operates depending on your specifications in the arguments. By now, you have learned how to create a workflow in SharePoint.

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Marissa Hart is the Lead Author & Editor ShareMe. ShareMe is a blog focused on SharePoint Online. SharePoint Online delivers the powerful features of SharePoint without the associated overhead of managing the infrastructure.